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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 | $28,943 | $65,440-55.8% | $98,506-70.6% | $85,851-66.3% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 12.43% | 21.75%-9.3pp | 1494.92%-1482.5pp | 318.63%-306.2pp |
| Employer contribution / active EE | $7,135 | $2,169+228.9% | $2,961+140.9% | $2,565+178.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $43 | $4,596-99.1% | $5,955-99.3% | $6,261-99.3% |