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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 | $37,050 | $96,965-61.8% | $97,995-62.2% | $147,586-74.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.45% | 24.11%-12.7pp | 23.94%-12.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $8,283 | $4,536+82.6% | $4,158+99.2% | $4,876+69.9% |
| Participant deferral / active EE | $4,000 | $5,081-21.3% | $5,097-21.5% | $5,439-26.5% |
| Admin fee / account holder | $194 | $8,120-97.6% | $5,943-96.7% | $10,886-98.2% |