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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 | $61,266 | $106,923-42.7% | $84,023-27.1% | $152,909-59.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.48% | 105.02%-82.5pp | 71.32%-48.8pp | 345.46%-323.0pp |
| Employer contribution / active EE | $11,470 | $2,735+319.3% | $1,984+478.2% | $4,764+140.8% |
| Participant deferral / active EE | $8,444 | $4,013+110.4% | $3,239+160.7% | $5,851+44.3% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |