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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 | $55,124 | $73,848-25.4% | $143,799-61.7% | $68,486-19.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 67.43% | 0.91%+66.5pp | -0.04%+67.5pp | -7.85%+75.3pp |
| Employer contribution / active EE | $10,310 | $3,184+223.8% | $4,952+108.2% | $2,597+297.1% |
| Participant deferral / active EE | $5,512 | $3,385+62.9% | $5,638-2.2% | $4,028+36.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |