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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 | $50,459 | $112,933-55.3% | $90,970-44.5% | $158,982-68.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 31.32% | 215.82%-184.5pp | 134.60%-103.3pp | 302.99%-271.7pp |
| Employer contribution / active EE | $2,546 | $2,893-12.0% | $2,122+20.0% | $4,763-46.5% |
| Participant deferral / active EE | $24,375 | $4,128+490.5% | $3,373+622.7% | $5,983+307.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |