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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 | $19,096 | $124,330-84.6% | $109,173-82.5% | $167,536-88.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.25% | 26.04%-10.8pp | 25.75%-10.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $8,288 | $4,209+96.9% | $3,723+122.6% | $4,839+71.3% |
| Participant deferral / active EE | $5,011 | $5,256-4.7% | $4,654+7.7% | $6,342-21.0% |
| Admin fee / account holder | $224 | $7,974-97.2% | $6,755-96.7% | $12,315-98.2% |