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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 | $34,690 | $88,707-60.9% | $74,184-53.2% | $273,972-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2707.74% | 11.94%+2695.8pp | 17.74%+2690.0pp | 41.46%+2666.3pp |
| Employer contribution / active EE | $4,114 | $3,159+30.2% | $2,370+73.6% | $4,869-15.5% |
| Participant deferral / active EE | $7,996 | $4,212+89.9% | $3,550+125.3% | $5,287+51.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |