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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 | $30,073 | $99,652-69.8% | $78,778-61.8% | $147,586-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.56% | 47.28%-25.7pp | 35.62%-14.1pp | 578.59%-557.0pp |
| Employer contribution / active EE | $2,128 | $2,796-23.9% | $1,986+7.2% | $4,876-56.4% |
| Participant deferral / active EE | $12,938 | $3,664+253.2% | $2,958+337.3% | $5,439+137.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |