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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 | $28,769 | $117,895-75.6% | $102,460-71.9% | $145,897-80.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.55% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,795 | $3,619-22.8% | $3,025-7.6% | $4,663-40.1% |
| Participant deferral / active EE | $6,720 | $5,736+17.1% | $5,056+32.9% | $6,689+0.5% |
| Admin fee / account holder | $61 | $13,353-99.5% | $9,460-99.4% | $13,390-99.5% |