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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 | $28,465 | $152,619-81.3% | $125,195-77.3% | $152,909-81.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.38% | 54.85%-30.5pp | 43.79%-19.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $3,832 | $4,947-22.5% | $3,866-0.9% | $4,764-19.6% |
| Participant deferral / active EE | $8,025 | $5,869+36.7% | $4,937+62.5% | $5,851+37.1% |
| Admin fee / account holder | $178 | $13,437-98.7% | $9,704-98.2% | $11,601-98.5% |