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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 | $30,702 | $157,296-80.5% | $141,191-78.3% | $152,897-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.46% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,487 | $5,262-71.7% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $6,797 | $7,111-4.4% | $6,710+1.3% | $5,851+16.2% |
| Admin fee / account holder | $126 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |