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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 | $23,332 | $110,337-78.9% | $102,383-77.2% | $145,877-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.17% | 24.83%-7.7pp | 24.94%-7.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $8,352 | $4,216+98.1% | $3,870+115.8% | $4,663+79.1% |
| Participant deferral / active EE | $5,038 | $5,621-10.4% | $5,060-0.4% | $6,691-24.7% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |