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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 | $25,301 | $106,267-76.2% | $96,520-73.8% | $139,456-81.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 38.45%-20.1pp | 35.72%-17.3pp | 373.45%-355.1pp |
| Employer contribution / active EE | $7,666 | $4,105+86.7% | $3,739+105.0% | $4,753+61.3% |
| Participant deferral / active EE | $5,294 | $5,454-2.9% | $4,879+8.5% | $6,711-21.1% |
| Admin fee / account holder | $186 | $7,882-97.6% | $6,733-97.2% | $11,407-98.4% |