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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 | $22,636 | $106,247-78.7% | $96,515-76.5% | $139,466-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.41% | 38.47%-9.1pp | 35.73%-6.3pp | 373.66%-344.3pp |
| Employer contribution / active EE | $8,740 | $4,106+112.9% | $3,740+133.7% | $4,754+83.9% |
| Participant deferral / active EE | $6,943 | $5,456+27.3% | $4,880+42.3% | $6,712+3.4% |
| Admin fee / account holder | $137 | $7,885-98.3% | $6,735-98.0% | $11,409-98.8% |