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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 | $47,455 | $232,540-79.6% | $185,117-74.4% | $147,586-67.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.24% | 43.03%-27.8pp | 40.50%-25.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,833 | $5,195+31.5% | $4,182+63.4% | $4,876+40.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |