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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 | $28,263 | $217,432-87.0% | $185,849-84.8% | $167,536-83.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.13% | 148.42%-127.3pp | 122.10%-101.0pp | 478.82%-457.7pp |
| Employer contribution / active EE | $4,413 | $5,875-24.9% | $5,169-14.6% | $4,839-8.8% |
| Participant deferral / active EE | $7,543 | $6,357+18.7% | $5,569+35.5% | $6,342+18.9% |
| Admin fee / account holder | $97 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |