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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 | $26,306 | $69,118-61.9% | $53,647-51.0% | $138,895-81.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 26.94% | 248.26%-221.3pp | 358.33%-331.4pp | 145.39%-118.5pp |
| Employer contribution / active EE | $2,620 | $1,189+120.3% | $962+172.3% | $4,194-37.5% |
| Participant deferral / active EE | $5,185 | $2,274+128.0% | $1,813+186.0% | $6,396-18.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |