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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 | $50,422 | $232,540-78.3% | $185,117-72.8% | $147,586-65.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.07% | 43.03%-32.0pp | 40.50%-29.4pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,964 | $5,195-62.2% | $4,182-53.0% | $4,876-59.7% |
| Participant deferral / active EE | $3,427 | $5,834-41.3% | $5,045-32.1% | $5,439-37.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |