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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 | $32,728 | $103,008-68.2% | $90,304-63.8% | $152,897-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.77% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $4,373 | $3,139+39.3% | $2,855+53.2% | $4,764-8.2% |
| Participant deferral / active EE | $4,576 | $4,281+6.9% | $3,885+17.8% | $5,851-21.8% |
| Admin fee / account holder | $136 | $6,175-97.8% | $5,354-97.5% | $11,599-98.8% |