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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 | $33,218 | $99,652-66.7% | $78,778-57.8% | $147,586-77.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.61% | 47.28%-24.7pp | 35.62%-13.0pp | 578.59%-556.0pp |
| Employer contribution / active EE | $3,482 | $2,796+24.6% | $1,986+75.4% | $4,876-28.6% |
| Participant deferral / active EE | $19,957 | $3,664+444.7% | $2,958+574.6% | $5,439+266.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |