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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 | $17,977 | $211,239-91.5% | $178,528-89.9% | $145,877-87.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 36.86% | 30.22%+6.6pp | 27.11%+9.7pp | 551.28%-514.4pp |
| Employer contribution / active EE | $8,473 | $4,570+85.4% | $3,950+114.5% | $4,663+81.7% |
| Participant deferral / active EE | $2,713 | $6,963-61.0% | $6,278-56.8% | $6,691-59.4% |
| Admin fee / account holder | $149 | $12,095-98.8% | $10,419-98.6% | $13,402-98.9% |