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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 | $73,494 | $102,978-28.6% | $90,287-18.6% | $152,870-51.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.21% | 95.17%-75.0pp | 78.10%-57.9pp | 345.34%-325.1pp |
| Employer contribution / active EE | $12,026 | $3,139+283.1% | $2,855+321.3% | $4,763+152.5% |
| Participant deferral / active EE | $8,165 | $4,281+90.7% | $3,885+110.2% | $5,850+39.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |