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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 | $26,647 | $201,344-86.8% | $184,243-85.5% | $145,877-81.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.62% | 29.01%-12.4pp | 28.82%-12.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $6,155 | $7,022-12.4% | $6,427-4.2% | $4,663+32.0% |
| Participant deferral / active EE | $6,155 | $9,807-37.2% | $9,132-32.6% | $6,691-8.0% |
| Admin fee / account holder | $122 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |