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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 | $21,482 | $124,330-82.7% | $109,173-80.3% | $167,536-87.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.26% | 26.04%-3.8pp | 25.75%-3.5pp | 478.82%-456.6pp |
| Employer contribution / active EE | $8,650 | $4,209+105.5% | $3,723+132.3% | $4,839+78.7% |
| Participant deferral / active EE | $6,393 | $5,256+21.6% | $4,654+37.4% | $6,342+0.8% |
| Admin fee / account holder | $14 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |