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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 | $32,661 | $183,592-82.2% | $155,574-79.0% | $145,877-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,375 | $5,317-55.3% | $4,676-49.2% | $4,663-49.1% |
| Participant deferral / active EE | $3,671 | $6,466-43.2% | $5,629-34.8% | $6,691-45.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |