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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 | $25,834 | $95,601-73.0% | $77,183-66.5% | $139,456-81.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 43.71% | 54.96%-11.2pp | 37.89%+5.8pp | 373.45%-329.7pp |
| Employer contribution / active EE | $7,875 | $3,145+150.4% | $2,534+210.8% | $4,753+65.7% |
| Participant deferral / active EE | $10,269 | $4,623+122.2% | $3,833+167.9% | $6,711+53.0% |
| Admin fee / account holder | $151 | $8,302-98.2% | $5,475-97.2% | $11,407-98.7% |