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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 | $41,700 | $183,627-77.3% | $155,602-73.2% | $145,978-71.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,586 | $5,316-51.3% | $4,675-44.7% | $4,662-44.5% |
| Participant deferral / active EE | $11,866 | $6,466+83.5% | $5,629+110.8% | $6,690+77.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |