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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 | $39,799 | $157,304-74.7% | $141,197-71.8% | $152,909-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.31% | 64.34%-23.0pp | 71.41%-30.1pp | 345.46%-304.2pp |
| Employer contribution / active EE | $7,981 | $5,263+51.7% | $4,736+68.5% | $4,764+67.5% |
| Participant deferral / active EE | $4,947 | $7,111-30.4% | $6,710-26.3% | $5,851-15.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |