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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 | $38,429 | $217,432-82.3% | $185,851-79.3% | $167,553-77.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.53% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $3,051 | $5,874-48.1% | $5,168-41.0% | $4,840-37.0% |
| Participant deferral / active EE | $6,099 | $6,357-4.1% | $5,569+9.5% | $6,343-3.8% |
| Admin fee / account holder | $152 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |