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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 | $14,724 | $53,128-72.3% | $86,581-83.0% | $70,124-79.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.42% | 27.66%-13.2pp | 965.06%-950.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,158 | $2,068+101.0% | $2,840+46.4% | $2,342+77.5% |
| Participant deferral / active EE | $2,668 | $2,695-1.0% | $3,609-26.1% | $3,332-19.9% |
| Admin fee / account holder | $124 | $3,584-96.5% | $4,904-97.5% | $4,645-97.3% |