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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 | $32,875 | $157,304-79.1% | $141,197-76.7% | $152,909-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.78% | 64.34%-37.6pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $7,072 | $5,263+34.4% | $4,736+49.3% | $4,764+48.5% |
| Participant deferral / active EE | $3,226 | $7,111-54.6% | $6,710-51.9% | $5,851-44.9% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |