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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 | $44,544 | $81,664-45.5% | $70,476-36.8% | $158,966-72.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.00% | 208.59%-194.6pp | 109.12%-95.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,840 | $3,219+19.3% | $2,738+40.3% | $4,762-19.4% |
| Participant deferral / active EE | $12,325 | $4,556+170.5% | $3,710+232.2% | $5,983+106.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |