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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 | $40,630 | $93,124-56.4% | $77,100-47.3% | $134,545-69.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 5.66% | 62.68%-57.0pp | 42.35%-36.7pp | 418.37%-412.7pp |
| Employer contribution / active EE | $16,983 | $3,421+396.4% | $2,815+503.3% | $4,742+258.2% |
| Participant deferral / active EE | $10,575 | $5,242+101.7% | $4,430+138.7% | $6,401+65.2% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |