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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 | $19,153 | $154,754-87.6% | $124,206-84.6% | $138,895-86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 33.54% | 709.28%-675.7pp | 515.27%-481.7pp | 145.39%-111.9pp |
| Employer contribution / active EE | $3,034 | $4,446-31.8% | $3,540-14.3% | $4,194-27.7% |
| Participant deferral / active EE | $9,330 | $4,621+101.9% | $3,968+135.1% | $6,396+45.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |