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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 | $35,535 | $114,013-68.8% | $103,693-65.7% | $155,188-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.28% | 49.31%-25.0pp | 47.61%-23.3pp | 148.84%-124.6pp |
| Employer contribution / active EE | $4,951 | $3,131+58.1% | $2,920+69.6% | $4,248+16.6% |
| Participant deferral / active EE | $7,644 | $4,970+53.8% | $4,579+66.9% | $6,531+17.0% |
| Admin fee / account holder | $26 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |