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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 | $201,370-75.5% | $184,256-73.2% | $145,897-66.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.30% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,689+243.8% |
| Admin fee / account holder | $181 | $16,364-98.9% | $13,899-98.7% | $13,390-98.6% |