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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 | $39,373 | $183,592-78.6% | $155,574-74.7% | $145,877-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.37%-44.4pp | 64.87%-47.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,904 | $5,317-45.4% | $4,676-37.9% | $4,663-37.7% |
| Participant deferral / active EE | $7,543 | $6,466+16.7% | $5,629+34.0% | $6,691+12.7% |
| Admin fee / account holder | $249 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |