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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 | $37,915 | $152,612-75.2% | $125,192-69.7% | $152,897-75.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.83% | 54.85%-32.0pp | 43.79%-21.0pp | 345.43%-322.6pp |
| Employer contribution / active EE | $9,263 | $4,947+87.2% | $3,866+139.6% | $4,764+94.5% |
| Participant deferral / active EE | $8,370 | $5,868+42.6% | $4,937+69.5% | $5,851+43.0% |
| Admin fee / account holder | $96 | $13,437-99.3% | $9,704-99.0% | $11,599-99.2% |