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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 | $79,767 | $165,939-51.9% | $122,354-34.8% | $147,586-46.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.06% | 34.56%-18.5pp | 30.28%-14.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,749 | $5,754-52.2% | $4,051-32.1% | $4,876-43.6% |
| Participant deferral / active EE | $6,488 | $4,005+62.0% | $3,287+97.4% | $5,439+19.3% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |