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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 | $41,143 | $157,296-73.8% | $141,191-70.9% | $152,897-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.73% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $2,369 | $5,262-55.0% | $4,736-50.0% | $4,764-50.3% |
| Participant deferral / active EE | $5,099 | $7,111-28.3% | $6,710-24.0% | $5,851-12.8% |
| Admin fee / account holder | $213 | $12,125-98.2% | $10,264-97.9% | $11,599-98.2% |