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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 | $38,830 | $157,304-75.3% | $141,197-72.5% | $152,909-74.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.55% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $2,941 | $5,263-44.1% | $4,736-37.9% | $4,764-38.3% |
| Participant deferral / active EE | $8,602 | $7,111+21.0% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $77 | $12,126-99.4% | $10,265-99.2% | $11,601-99.3% |