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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 | $24,162 | $157,276-84.6% | $141,177-82.9% | $152,885-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.99% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $1,473 | $5,262-72.0% | $4,736-68.9% | $4,763-69.1% |
| Participant deferral / active EE | $5,084 | $7,110-28.5% | $6,710-24.2% | $5,851-13.1% |
| Admin fee / account holder | $286 | $12,123-97.6% | $10,263-97.2% | $11,598-97.5% |