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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 | $47,553 | $227,566-79.1% | $189,558-74.9% | $167,518-71.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 12.93% | 78.43%-65.5pp | 64.19%-51.3pp | 478.71%-465.8pp |
| Employer contribution / active EE | $10,599 | $5,316+99.4% | $4,412+140.2% | $4,838+119.1% |
| Participant deferral / active EE | $4,558 | $7,002-34.9% | $6,174-26.2% | $6,342-28.1% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |