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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 | $35,983 | $162,529-77.9% | $130,788-72.5% | $154,746-76.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 27.39% | 510.48%-483.1pp | 386.44%-359.0pp | 172.34%-144.9pp |
| Employer contribution / active EE | $7,208 | $4,447+62.1% | $3,558+102.6% | $4,379+64.6% |
| Participant deferral / active EE | $6,012 | $4,808+25.0% | $4,137+45.3% | $6,730-10.7% |
| Admin fee / account holder | $275 | $7,669-96.4% | $6,673-95.9% | $14,365-98.1% |