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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 | $30,697 | $183,592-83.3% | $155,574-80.3% | $145,877-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,041 | $5,317-80.4% | $4,676-77.7% | $4,663-77.7% |
| Participant deferral / active EE | $8,132 | $6,466+25.8% | $5,629+44.5% | $6,691+21.5% |
| Admin fee / account holder | $236 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |