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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 | $43,730 | $100,970-56.7% | $96,576-54.7% | $137,256-68.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 99.38% | 38.16%+61.2pp | 38.47%+60.9pp | 220.34%-121.0pp |
| Employer contribution / active EE | $3,501 | $3,809-8.1% | $3,553-1.5% | $4,156-15.8% |
| Participant deferral / active EE | $12,318 | $8,286+48.6% | $7,956+54.8% | $6,407+92.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |