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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 | $86,943 | $208,088-58.2% | $186,193-53.3% | $154,746-43.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.01% | 89.97%-69.0pp | 78.03%-57.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $15,458 | $4,340+256.2% | $3,918+294.5% | $4,379+253.0% |
| Participant deferral / active EE | $31,000 | $7,078+338.0% | $6,513+376.0% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |