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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 | $30,605 | $111,830-72.6% | $93,696-67.3% | $145,884-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.95% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,210 | $3,093+3.8% | $2,422+32.6% | $4,662-31.1% |
| Participant deferral / active EE | $4,748 | $4,920-3.5% | $4,417+7.5% | $6,690-29.0% |
| Admin fee / account holder | $251 | $10,249-97.5% | $8,287-97.0% | $13,392-98.1% |