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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 | $54,119 | $69,248-21.8% | $64,101-15.6% | $139,466-61.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.01% | 45.95%-32.9pp | 33.72%-20.7pp | 373.66%-360.7pp |
| Employer contribution / active EE | $8,411 | $3,185+164.1% | $2,749+206.0% | $4,754+76.9% |
| Participant deferral / active EE | $8,176 | $4,682+74.6% | $3,881+110.7% | $6,712+21.8% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |