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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 | $84,822 | $144,130-41.1% | $117,861-28.0% | $147,586-42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.50% | 531.20%-519.7pp | 335.11%-323.6pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,251 | $4,897-74.5% | $3,786-67.0% | $4,876-74.3% |
| Participant deferral / active EE | $4,616 | $5,316-13.2% | $4,482+3.0% | $5,439-15.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |