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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 | $39,766 | $125,237-68.2% | $105,608-62.3% | $145,877-72.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.51% | 225.76%-197.3pp | 116.50%-88.0pp | 551.28%-522.8pp |
| Employer contribution / active EE | $5,426 | $3,720+45.8% | $3,167+71.3% | $4,663+16.4% |
| Participant deferral / active EE | $12,768 | $5,711+123.6% | $5,010+154.9% | $6,691+90.8% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |