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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 | $12,912 | $154,754-91.7% | $124,206-89.6% | $138,895-90.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 27.52% | 709.28%-681.8pp | 515.27%-487.8pp | 145.39%-117.9pp |
| Employer contribution / active EE | $3,727 | $4,446-16.2% | $3,540+5.3% | $4,194-11.1% |
| Participant deferral / active EE | $3,948 | $4,621-14.6% | $3,968-0.5% | $6,396-38.3% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |