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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 | $28,018 | $157,276-82.2% | $141,177-80.2% | $152,885-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.26% | 64.33%-47.1pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $4,463 | $5,262-15.2% | $4,736-5.8% | $4,763-6.3% |
| Participant deferral / active EE | $5,616 | $7,110-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $219 | $12,123-98.2% | $10,263-97.9% | $11,598-98.1% |