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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 | $17,961 | $108,911-83.5% | $100,392-82.1% | $145,884-87.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,449 | $4,420-22.0% | $3,941-12.5% | $4,662-26.0% |
| Participant deferral / active EE | $4,510 | $8,459-46.7% | $8,090-44.2% | $6,690-32.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |