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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,974 | $127,298-75.7% | $109,916-71.8% | $167,553-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.46% | 22.97%-4.5pp | 29.46%-11.0pp | 478.89%-460.4pp |
| Employer contribution / active EE | $9,693 | $3,325+191.5% | $2,844+240.8% | $4,840+100.3% |
| Participant deferral / active EE | $4,000 | $4,513-11.4% | $4,047-1.2% | $6,343-36.9% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |