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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 | $171,649 | $99,652+72.2% | $78,778+117.9% | $147,585+16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.07% | 47.28%-25.2pp | 35.62%-13.5pp | 578.58%-556.5pp |
| Employer contribution / active EE | $389 | $2,796-86.1% | $1,986-80.4% | $4,876-92.0% |
| Participant deferral / active EE | $2,320 | $3,664-36.7% | $2,958-21.6% | $5,439-57.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |