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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 | $15,445 | $111,830-86.2% | $93,696-83.5% | $145,884-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.05% | 204.08%-195.0pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,492 | $3,093+12.9% | $2,422+44.2% | $4,662-25.1% |
| Participant deferral / active EE | $4,143 | $4,920-15.8% | $4,417-6.2% | $6,690-38.1% |
| Admin fee / account holder | $143 | $10,249-98.6% | $8,287-98.3% | $13,392-98.9% |