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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 | $56,810 | $97,751-41.9% | $103,447-45.1% | $145,877-61.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 25.43%-11.9pp | 23.92%-10.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,392 | $4,684-27.6% | $4,678-27.5% | $4,663-27.3% |
| Participant deferral / active EE | $12,574 | $6,603+90.4% | $6,624+89.8% | $6,691+87.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |