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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 | $22,297 | $157,304-85.8% | $141,197-84.2% | $152,909-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.87% | 64.34%-42.5pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,447 | $5,263-53.5% | $4,736-48.3% | $4,764-48.6% |
| Participant deferral / active EE | $8,098 | $7,111+13.9% | $6,710+20.7% | $5,851+38.4% |
| Admin fee / account holder | $86 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |