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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 | $24,604 | $115,903-78.8% | $100,528-75.5% | $158,966-84.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 42.40% | 34.80%+7.6pp | 30.90%+11.5pp | 302.95%-260.5pp |
| Employer contribution / active EE | $1,862 | $4,105-54.6% | $3,419-45.5% | $4,762-60.9% |
| Participant deferral / active EE | $7,810 | $6,677+17.0% | $6,271+24.5% | $5,983+30.5% |
| Admin fee / account holder | $61 | $11,000-99.4% | $8,084-99.2% | $11,250-99.5% |