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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 | $37,281 | $166,089-77.6% | $164,928-77.4% | $145,978-74.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.22% | 100.26%-69.0pp | 70.08%-38.9pp | 550.52%-519.3pp |
| Employer contribution / active EE | $4,425 | $5,276-16.1% | $4,343+1.9% | $4,662-5.1% |
| Participant deferral / active EE | $9,741 | $6,961+39.9% | $6,034+61.4% | $6,690+45.6% |
| Admin fee / account holder | $52 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |