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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 | $103,038-28.7% | $90,324-18.6% | $152,909-51.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.21% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.3pp |
| Employer contribution / active EE | $12,026 | $3,141+282.9% | $2,856+321.1% | $4,764+152.4% |
| Participant deferral / active EE | $8,165 | $4,282+90.7% | $3,885+110.1% | $5,851+39.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |