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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 | $28,296 | $108,911-74.0% | $100,392-71.8% | $145,884-80.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.93% | 58.23%-42.3pp | 49.45%-33.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,259 | $4,420-26.3% | $3,941-17.3% | $4,662-30.1% |
| Participant deferral / active EE | $11,369 | $8,459+34.4% | $8,090+40.5% | $6,690+70.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |