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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 | $40,034 | $232,540-82.8% | $185,117-78.4% | $147,586-72.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.98% | 43.03%-22.0pp | 40.50%-19.5pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,606 | $5,195-69.1% | $4,182-61.6% | $4,876-67.1% |
| Participant deferral / active EE | $3,780 | $5,834-35.2% | $5,045-25.1% | $5,439-30.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |