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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 | $33,766 | $127,298-73.5% | $109,916-69.3% | $167,553-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.26% | 22.97%-4.7pp | 29.46%-11.2pp | 478.89%-460.6pp |
| Employer contribution / active EE | $2,701 | $3,325-18.8% | $2,844-5.0% | $4,840-44.2% |
| Participant deferral / active EE | $7,462 | $4,513+65.3% | $4,047+84.4% | $6,343+17.6% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |