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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 | $40,637 | $227,597-82.1% | $189,575-78.6% | $167,536-75.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.91% | 78.44%-60.5pp | 64.19%-46.3pp | 478.82%-460.9pp |
| Employer contribution / active EE | $4,216 | $5,316-20.7% | $4,412-4.4% | $4,839-12.9% |
| Participant deferral / active EE | $3,273 | $7,002-53.3% | $6,174-47.0% | $6,342-48.4% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |