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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 | $23,294 | $111,878-79.2% | $93,727-75.1% | $145,897-84.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.58% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,445 | $3,092+11.4% | $2,421+42.3% | $4,663-26.1% |
| Participant deferral / active EE | $4,360 | $4,920-11.4% | $4,417-1.3% | $6,689-34.8% |
| Admin fee / account holder | $68 | $10,256-99.3% | $8,292-99.2% | $13,390-99.5% |