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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 | $42,392 | $129,737-67.3% | $119,126-64.4% | $154,746-72.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.17% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,738 | $4,375-14.6% | $4,034-7.3% | $4,379-14.7% |
| Participant deferral / active EE | $13,830 | $5,842+136.7% | $5,318+160.1% | $6,730+105.5% |
| Admin fee / account holder | $135 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |