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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 | $21,564 | $97,125-77.8% | $86,233-75.0% | $137,256-84.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 39.41% | 74.19%-34.8pp | 61.39%-22.0pp | 220.34%-180.9pp |
| Employer contribution / active EE | $4,602 | $2,841+62.0% | $2,504+83.8% | $4,156+10.7% |
| Participant deferral / active EE | $8,424 | $5,180+62.6% | $4,559+84.8% | $6,407+31.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |