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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 | $10,973 | $69,248-84.2% | $64,101-82.9% | $139,466-92.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.95% | 45.95%-17.0pp | 33.72%-4.8pp | 373.66%-344.7pp |
| Employer contribution / active EE | $2,920 | $3,185-8.3% | $2,749+6.2% | $4,754-38.6% |
| Participant deferral / active EE | $3,237 | $4,682-30.9% | $3,881-16.6% | $6,712-51.8% |
| Admin fee / account holder | $58 | $4,247-98.6% | $3,070-98.1% | $11,409-99.5% |