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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 | $37,381 | $157,296-76.2% | $141,191-73.5% | $152,897-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.27% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.2pp |
| Employer contribution / active EE | $3,138 | $5,262-40.4% | $4,736-33.7% | $4,764-34.1% |
| Participant deferral / active EE | $6,853 | $7,111-3.6% | $6,710+2.1% | $5,851+17.1% |
| Admin fee / account holder | $153 | $12,125-98.7% | $10,264-98.5% | $11,599-98.7% |