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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 | $27,216 | $157,270-82.7% | $141,173-80.7% | $152,870-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.15% | 64.33%-38.2pp | 71.40%-45.2pp | 345.34%-319.2pp |
| Employer contribution / active EE | $3,445 | $5,261-34.5% | $4,735-27.3% | $4,763-27.7% |
| Participant deferral / active EE | $4,074 | $7,110-42.7% | $6,710-39.3% | $5,850-30.4% |
| Admin fee / account holder | $31 | $12,121-99.7% | $10,262-99.7% | $11,597-99.7% |