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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 | $41,647 | $176,786-76.4% | $146,643-71.6% | $167,536-75.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.34% | 24.04%-9.7pp | 22.75%-8.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $4,329 | $5,161-16.1% | $4,137+4.6% | $4,839-10.5% |
| Participant deferral / active EE | $9,614 | $6,440+49.3% | $5,506+74.6% | $6,342+51.6% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |