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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 | $29,066 | $93,124-68.8% | $77,100-62.3% | $134,545-78.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 15.59% | 62.68%-47.1pp | 42.35%-26.8pp | 418.37%-402.8pp |
| Employer contribution / active EE | $9,267 | $3,421+170.8% | $2,815+229.2% | $4,742+95.4% |
| Participant deferral / active EE | $13,218 | $5,242+152.2% | $4,430+198.4% | $6,401+106.5% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |