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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 | $31,470 | $107,941-70.8% | $91,994-65.8% | $152,897-79.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 27.03% | 89.28%-62.2pp | 69.04%-42.0pp | 345.43%-318.4pp |
| Employer contribution / active EE | $6,811 | $4,212+61.7% | $3,453+97.3% | $4,764+43.0% |
| Participant deferral / active EE | $8,517 | $6,366+33.8% | $5,924+43.8% | $5,851+45.6% |
| Admin fee / account holder | $83 | $10,521-99.2% | $7,744-98.9% | $11,599-99.3% |