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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 | $30,611 | $118,875-74.2% | $96,572-68.3% | $167,553-81.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 37.99% | 50.50%-12.5pp | 37.79%+0.2pp | 478.89%-440.9pp |
| Employer contribution / active EE | $4,407 | $3,121+41.2% | $2,357+86.9% | $4,840-8.9% |
| Participant deferral / active EE | $19,866 | $4,617+330.3% | $3,850+416.1% | $6,343+213.2% |
| Admin fee / account holder | $65 | $8,070-99.2% | $6,183-98.9% | $12,316-99.5% |