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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 | $41,787 | $108,911-61.6% | $100,392-58.4% | $145,884-71.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 58.23%-45.5pp | 49.45%-36.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,630 | $4,420-40.5% | $3,941-33.3% | $4,662-43.6% |
| Participant deferral / active EE | $8,146 | $8,459-3.7% | $8,090+0.7% | $6,690+21.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |