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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 | $26,991 | $157,296-82.8% | $141,191-80.9% | $152,897-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.90% | 64.34%-31.4pp | 71.41%-38.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $3,358 | $5,262-36.2% | $4,736-29.1% | $4,764-29.5% |
| Participant deferral / active EE | $7,430 | $7,111+4.5% | $6,710+10.7% | $5,851+27.0% |
| Admin fee / account holder | $91 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |