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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 | $29,271 | $110,212-73.4% | $96,534-69.7% | $139,466-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 74.76% | 26.42%+48.3pp | 25.88%+48.9pp | 373.66%-298.9pp |
| Employer contribution / active EE | $21,061 | $3,620+481.8% | $2,965+610.2% | $4,754+343.0% |
| Participant deferral / active EE | $4,763 | $5,547-14.1% | $4,851-1.8% | $6,712-29.0% |
| Admin fee / account holder | $296 | $11,599-97.5% | $8,253-96.4% | $11,409-97.4% |