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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 | $47,102 | $152,619-69.1% | $125,195-62.4% | $152,909-69.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 31.79% | 54.85%-23.1pp | 43.79%-12.0pp | 345.46%-313.7pp |
| Employer contribution / active EE | $8,995 | $4,947+81.8% | $3,866+132.7% | $4,764+88.8% |
| Participant deferral / active EE | $17,617 | $5,869+200.2% | $4,937+256.8% | $5,851+201.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |