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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 | $61,614 | $101,618-39.4% | $93,063-33.8% | $137,256-55.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.86% | 223.95%-200.1pp | 34.15%-10.3pp | 220.34%-196.5pp |
| Employer contribution / active EE | $8,712 | $2,707+221.8% | $2,476+251.8% | $4,156+109.6% |
| Participant deferral / active EE | $13,437 | $4,279+214.0% | $3,958+239.5% | $6,407+109.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |