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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 | $18,955 | $65,395-71.0% | $182,540-89.6% | $72,975-74.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 38.11% | 27.68%+10.4pp | 148.58%-110.5pp | 81.01%-42.9pp |
| Employer contribution / active EE | $4,819 | $1,911+152.2% | $4,076+18.2% | $2,440+97.5% |
| Participant deferral / active EE | $7,320 | $3,563+105.5% | $5,525+32.5% | $3,608+102.9% |
| Admin fee / account holder | $83 | $4,245-98.0% | $8,593-99.0% | $5,124-98.4% |