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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 | $46,799 | $98,766-52.6% | $149,730-68.7% | $79,852-41.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 31.58% | 27.43%+4.1pp | 276.70%-245.1pp | 31.72%-0.1pp |
| Employer contribution / active EE | $13,028 | $3,217+305.0% | $4,645+180.5% | $2,471+427.2% |
| Participant deferral / active EE | $5,632 | $5,681-0.9% | $6,843-17.7% | $3,740+50.6% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |