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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 | $29,829 | $111,535-73.3% | $105,223-71.7% | $137,256-78.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.48% | 237.85%-214.4pp | 180.65%-157.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,554 | $3,939-9.8% | $3,689-3.7% | $4,156-14.5% |
| Participant deferral / active EE | $8,783 | $5,500+59.7% | $5,072+73.2% | $6,407+37.1% |
| Admin fee / account holder | $93 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |