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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 | $13,871 | $167,030-91.7% | $135,768-89.8% | $155,188-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.26% | 678.39%-657.1pp | 526.10%-504.8pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,464 | $4,132-16.2% | $3,394+2.1% | $4,248-18.4% |
| Participant deferral / active EE | $4,470 | $4,528-1.3% | $3,977+12.4% | $6,531-31.6% |
| Admin fee / account holder | $61 | $8,172-99.3% | $7,048-99.1% | $14,480-99.6% |