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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 | $27,914 | $211,288-86.8% | $178,540-84.4% | $145,884-80.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.48% | 30.27%-12.8pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $3,000 | $4,574-34.4% | $3,953-24.1% | $4,662-35.7% |
| Participant deferral / active EE | $6,063 | $6,967-13.0% | $6,281-3.5% | $6,690-9.4% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |