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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 | $24,182 | $100,073-75.8% | $85,126-71.6% | $145,877-83.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.54% | 84.11%-64.6pp | 66.63%-47.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $3,627 | $3,236+12.1% | $2,731+32.8% | $4,663-22.2% |
| Participant deferral / active EE | $5,088 | $5,294-3.9% | $4,523+12.5% | $6,691-24.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |