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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 | $35,878 | $226,105-84.1% | $182,540-80.3% | $152,897-76.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.11% | 192.58%-168.5pp | 148.58%-124.5pp | 345.43%-321.3pp |
| Employer contribution / active EE | $775 | $4,978-84.4% | $4,076-81.0% | $4,764-83.7% |
| Participant deferral / active EE | $7,622 | $6,370+19.7% | $5,525+37.9% | $5,851+30.3% |
| Admin fee / account holder | $222 | $10,706-97.9% | $8,593-97.4% | $11,599-98.1% |