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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 | $33,038 | $110,410-70.1% | $102,437-67.7% | $145,897-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,943 | $4,217-6.5% | $3,871+1.9% | $4,663-15.4% |
| Participant deferral / active EE | $2,415 | $5,622-57.0% | $5,060-52.3% | $6,689-63.9% |
| Admin fee / account holder | $297 | $9,745-96.9% | $8,388-96.5% | $13,390-97.8% |