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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 | $54,149 | $152,587-64.5% | $125,175-56.7% | $152,870-64.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.47% | 54.84%-37.4pp | 43.79%-26.3pp | 345.34%-327.9pp |
| Employer contribution / active EE | $15,637 | $4,946+216.1% | $3,865+304.5% | $4,763+228.3% |
| Participant deferral / active EE | $7,750 | $5,868+32.1% | $4,937+57.0% | $5,850+32.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |