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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 | $32,048 | $103,008-68.9% | $90,304-64.5% | $152,897-79.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.45% | 95.22%-67.8pp | 78.13%-50.7pp | 345.43%-318.0pp |
| Employer contribution / active EE | $925 | $3,139-70.5% | $2,855-67.6% | $4,764-80.6% |
| Participant deferral / active EE | $4,544 | $4,281+6.1% | $3,885+17.0% | $5,851-22.3% |
| Admin fee / account holder | $7 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |