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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 | $41,069 | $157,304-73.9% | $141,197-70.9% | $152,909-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.94% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,585 | $5,263-31.9% | $4,736-24.3% | $4,764-24.7% |
| Participant deferral / active EE | $9,503 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $134 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |