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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 | $28,121 | $152,612-81.6% | $125,192-77.5% | $152,897-81.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.99% | 54.85%-29.9pp | 43.79%-18.8pp | 345.43%-320.4pp |
| Employer contribution / active EE | $2,292 | $4,947-53.7% | $3,866-40.7% | $4,764-51.9% |
| Participant deferral / active EE | $4,980 | $5,868-15.1% | $4,937+0.9% | $5,851-14.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |