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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 | $37,595 | $157,276-76.1% | $141,177-73.4% | $152,885-75.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.82% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,285 | $5,262-75.6% | $4,736-72.9% | $4,763-73.0% |
| Participant deferral / active EE | $5,860 | $7,110-17.6% | $6,710-12.7% | $5,851+0.2% |
| Admin fee / account holder | $32 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |