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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 | $6,388 | $95,664-93.3% | $76,902-91.7% | $139,487-95.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 42.73% | 55.03%-12.3pp | 37.91%+4.8pp | 373.84%-331.1pp |
| Employer contribution / active EE | $1,825 | $3,147-42.0% | $2,534-28.0% | $4,755-61.6% |
| Participant deferral / active EE | $2,394 | $4,626-48.3% | $3,833-37.6% | $6,713-64.3% |
| Admin fee / account holder | $180 | $8,311-97.8% | $5,479-96.7% | $11,407-98.4% |