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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 | $110,337-70.1% | $102,383-67.7% | $145,877-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,943 | $4,216-6.5% | $3,870+1.9% | $4,663-15.4% |
| Participant deferral / active EE | $2,415 | $5,621-57.0% | $5,060-52.3% | $6,691-63.9% |
| Admin fee / account holder | $297 | $9,750-97.0% | $8,391-96.5% | $13,402-97.8% |