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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 | $31,819 | $104,937-69.7% | $84,628-62.4% | $152,897-79.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.85% | 373.88%-354.0pp | 258.80%-238.9pp | 345.43%-325.6pp |
| Employer contribution / active EE | $4,782 | $3,303+44.8% | $2,653+80.2% | $4,764+0.4% |
| Participant deferral / active EE | $6,286 | $4,690+34.0% | $3,900+61.2% | $5,851+7.4% |
| Admin fee / account holder | $228 | $6,243-96.4% | $4,914-95.4% | $11,599-98.0% |