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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 | $64,226 | $106,923-39.9% | $84,023-23.6% | $152,909-58.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 39.31% | 105.02%-65.7pp | 71.32%-32.0pp | 345.46%-306.2pp |
| Employer contribution / active EE | $17,860 | $2,735+552.9% | $1,984+800.2% | $4,764+274.9% |
| Participant deferral / active EE | $13,431 | $4,013+234.7% | $3,239+314.6% | $5,851+129.5% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |