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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 | $24,985 | $157,304-84.1% | $141,197-82.3% | $152,909-83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.04% | 64.34%-34.3pp | 71.41%-41.4pp | 345.46%-315.4pp |
| Employer contribution / active EE | $4,481 | $5,263-14.9% | $4,736-5.4% | $4,764-5.9% |
| Participant deferral / active EE | $9,364 | $7,111+31.7% | $6,710+39.5% | $5,851+60.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |