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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 | $19,623 | $111,535-82.4% | $105,223-81.4% | $137,256-85.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 28.27% | 237.85%-209.6pp | 180.65%-152.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $3,750 | $3,939-4.8% | $3,689+1.7% | $4,156-9.8% |
| Participant deferral / active EE | $5,781 | $5,500+5.1% | $5,072+14.0% | $6,407-9.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |