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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 | $129,737-77.0% | $119,126-75.0% | $154,746-80.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.48% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,554 | $4,375-18.8% | $4,034-11.9% | $4,379-18.8% |
| Participant deferral / active EE | $8,783 | $5,842+50.4% | $5,318+65.2% | $6,730+30.5% |
| Admin fee / account holder | $93 | $11,961-99.2% | $10,693-99.1% | $14,365-99.4% |