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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 | $22,138 | $69,118-68.0% | $53,647-58.7% | $138,895-84.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 23.04% | 248.26%-225.2pp | 358.33%-335.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $4,060 | $1,189+241.3% | $962+322.0% | $4,194-3.2% |
| Participant deferral / active EE | $7,863 | $2,274+245.8% | $1,813+333.6% | $6,396+22.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |