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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 | $46,587 | $217,432-78.6% | $185,849-74.9% | $167,536-72.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.03% | 148.42%-121.4pp | 122.10%-95.1pp | 478.82%-451.8pp |
| Employer contribution / active EE | $3,369 | $5,875-42.7% | $5,169-34.8% | $4,839-30.4% |
| Participant deferral / active EE | $13,224 | $6,357+108.0% | $5,569+137.5% | $6,342+108.5% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |