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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 | $31,486 | $125,193-74.8% | $105,591-70.2% | $145,978-78.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 225.53%-211.4pp | 116.43%-102.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $4,779 | $3,718+28.5% | $3,166+51.0% | $4,662+2.5% |
| Participant deferral / active EE | $10,453 | $5,708+83.1% | $5,008+108.7% | $6,690+56.3% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |