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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 | $19,575 | $109,411-82.1% | $89,435-78.1% | $158,982-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 38.38% | 345.68%-307.3pp | 245.55%-207.2pp | 302.99%-264.6pp |
| Employer contribution / active EE | $4,595 | $3,173+44.8% | $2,587+77.6% | $4,763-3.5% |
| Participant deferral / active EE | $3,551 | $4,600-22.8% | $3,890-8.7% | $5,983-40.7% |
| Admin fee / account holder | $258 | $6,159-95.8% | $4,884-94.7% | $11,252-97.7% |