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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 | $47,543 | $154,365-69.2% | $130,231-63.5% | $139,466-65.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 26.84% | 30.53%-3.7pp | 38.86%-12.0pp | 373.66%-346.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,108 | $8,498+89.5% | $6,799+136.9% | $6,712+140.0% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,409-100.0% |