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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 | $29,394 | $157,296-81.3% | $141,191-79.2% | $152,897-80.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.25% | 64.34%-39.1pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,193 | $5,262-58.3% | $4,736-53.7% | $4,764-54.0% |
| Participant deferral / active EE | $4,011 | $7,111-43.6% | $6,710-40.2% | $5,851-31.4% |
| Admin fee / account holder | $299 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |