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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 | $39,909 | $165,381-75.9% | $149,730-73.3% | $158,966-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 725.25% | 348.29%+377.0pp | 276.70%+448.5pp | 302.95%+422.3pp |
| Employer contribution / active EE | $2,082 | $5,104-59.2% | $4,645-55.2% | $4,762-56.3% |
| Participant deferral / active EE | $6,104 | $7,182-15.0% | $6,843-10.8% | $5,983+2.0% |
| Admin fee / account holder | $285 | $10,809-97.4% | $9,310-96.9% | $11,250-97.5% |