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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 | $36,406 | $111,830-67.4% | $93,696-61.1% | $145,884-75.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.00% | 204.08%-175.1pp | 133.74%-104.7pp | 551.85%-522.8pp |
| Employer contribution / active EE | $5,689 | $3,093+83.9% | $2,422+134.9% | $4,662+22.0% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,690+52.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |