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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 | $49,433 | $201,344-75.4% | $184,243-73.2% | $145,877-66.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.30% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $9,807+134.5% | $9,132+151.9% | $6,691+243.8% |
| Admin fee / account holder | $181 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |