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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 | $29,331 | $117,895-75.1% | $102,460-71.4% | $145,897-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,562 | $3,619-1.6% | $3,025+17.7% | $4,663-23.6% |
| Participant deferral / active EE | $5,427 | $5,736-5.4% | $5,056+7.3% | $6,689-18.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |