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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 | $27,587 | $129,737-78.7% | $119,126-76.8% | $154,746-82.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 41.16% | 379.08%-337.9pp | 282.11%-240.9pp | 172.34%-131.2pp |
| Employer contribution / active EE | $2,274 | $4,375-48.0% | $4,034-43.6% | $4,379-48.1% |
| Participant deferral / active EE | $7,967 | $5,842+36.4% | $5,318+49.8% | $6,730+18.4% |
| Admin fee / account holder | $160 | $11,961-98.7% | $10,693-98.5% | $14,365-98.9% |