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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 | $30,602 | $117,846-74.0% | $102,434-70.1% | $145,884-79.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 31.90%-10.1pp | 29.46%-7.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $6,822 | $3,615+88.7% | $3,023+125.7% | $4,662+46.3% |
| Participant deferral / active EE | $10,478 | $5,733+82.8% | $5,055+107.3% | $6,690+56.6% |
| Admin fee / account holder | $90 | $13,356-99.3% | $9,462-99.1% | $13,392-99.3% |