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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 | $31,862 | $112,131-71.6% | $95,964-66.8% | $158,982-80.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.17% | 171.19%-151.0pp | 91.64%-71.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,052 | $3,199-35.8% | $2,541-19.2% | $4,763-56.9% |
| Participant deferral / active EE | $6,333 | $4,784+32.4% | $4,167+52.0% | $5,983+5.8% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |