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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 | $32,909 | $227,597-85.5% | $189,575-82.6% | $167,536-80.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.58% | 78.44%-55.9pp | 64.19%-41.6pp | 478.82%-456.2pp |
| Employer contribution / active EE | $7,428 | $5,316+39.7% | $4,412+68.4% | $4,839+53.5% |
| Participant deferral / active EE | $6,280 | $7,002-10.3% | $6,174+1.7% | $6,342-1.0% |
| Admin fee / account holder | $171 | $11,877-98.6% | $9,806-98.3% | $12,315-98.6% |