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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 | $28,691 | $157,296-81.8% | $141,191-79.7% | $152,897-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.57% | 64.34%-37.8pp | 71.41%-44.8pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,948 | $5,262-63.0% | $4,736-58.9% | $4,764-59.1% |
| Participant deferral / active EE | $6,440 | $7,111-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |