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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 | $67,830 | $106,923-36.6% | $84,023-19.3% | $152,909-55.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 29.24% | 105.02%-75.8pp | 71.32%-42.1pp | 345.46%-316.2pp |
| Employer contribution / active EE | $3,120 | $2,735+14.1% | $1,984+57.3% | $4,764-34.5% |
| Participant deferral / active EE | $19,000 | $4,013+373.5% | $3,239+486.6% | $5,851+224.7% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |