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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 | $33,131 | $96,388-65.6% | $80,627-58.9% | $139,466-76.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.27% | 1352.08%-1334.8pp | 936.76%-919.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,621 | $3,260-50.3% | $2,723-40.5% | $4,754-65.9% |
| Participant deferral / active EE | $7,560 | $5,224+44.7% | $4,443+70.2% | $6,712+12.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |