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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 | $13,384 | $110,278-87.9% | $95,740-86.0% | $139,466-90.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 47.39% | 27.19%+20.2pp | 28.41%+19.0pp | 373.66%-326.3pp |
| Employer contribution / active EE | $2,948 | $3,260-9.6% | $2,836+4.0% | $4,754-38.0% |
| Participant deferral / active EE | $8,776 | $4,674+87.7% | $4,244+106.8% | $6,712+30.7% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,676-99.5% | $11,409-99.8% |