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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 | $35,973 | $144,130-75.0% | $117,861-69.5% | $147,586-75.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.04% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,797 | $4,897-42.9% | $3,786-26.1% | $4,876-42.6% |
| Participant deferral / active EE | $13,157 | $5,316+147.5% | $4,482+193.5% | $5,439+141.9% |
| Admin fee / account holder | $87 | $10,887-99.2% | $8,021-98.9% | $10,886-99.2% |