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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 | $46,375 | $175,259-73.5% | $149,723-69.0% | $139,487-66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.42% | 166.82%-140.4pp | 134.50%-108.1pp | 373.84%-347.4pp |
| Employer contribution / active EE | $1,441 | $5,478-73.7% | $4,821-70.1% | $4,755-69.7% |
| Participant deferral / active EE | $15,310 | $6,522+134.8% | $5,682+169.4% | $6,713+128.1% |
| Admin fee / account holder | $42 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |