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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 | $38,104 | $118,708-67.9% | $98,920-61.5% | $158,966-76.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 372.49%-361.8pp | 196.47%-185.8pp | 302.95%-292.3pp |
| Employer contribution / active EE | $2,132 | $3,334-36.1% | $2,689-20.7% | $4,762-55.2% |
| Participant deferral / active EE | $2,701 | $5,089-46.9% | $4,245-36.4% | $5,983-54.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |