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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 | $26,276 | $176,105-85.1% | $159,474-83.5% | $167,536-84.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.28% | 331.91%-304.6pp | 263.68%-236.4pp | 478.82%-451.5pp |
| Employer contribution / active EE | $6,329 | $5,299+19.4% | $4,831+31.0% | $4,839+30.8% |
| Participant deferral / active EE | $10,130 | $7,751+30.7% | $7,353+37.8% | $6,342+59.7% |
| Admin fee / account holder | $83 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |