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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 | $36,033 | $176,838-79.6% | $146,685-75.4% | $167,518-78.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.65% | 24.04%-10.4pp | 22.75%-9.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $8,796 | $5,161+70.4% | $4,137+112.6% | $4,838+81.8% |
| Participant deferral / active EE | $5,250 | $6,441-18.5% | $5,507-4.7% | $6,342-17.2% |
| Admin fee / account holder | $210 | $13,262-98.4% | $10,281-98.0% | $12,312-98.3% |