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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 | $26,696 | $228,395-88.3% | $185,861-85.6% | $158,982-83.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.50% | 40.82%-21.3pp | 35.96%-16.5pp | 302.99%-283.5pp |
| Employer contribution / active EE | $7,957 | $4,968+60.2% | $4,088+94.6% | $4,763+67.1% |
| Participant deferral / active EE | $5,913 | $6,417-7.9% | $5,634+4.9% | $5,983-1.2% |
| Admin fee / account holder | $76 | $11,869-99.4% | $9,503-99.2% | $11,252-99.3% |