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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 | $43,352 | $110,379-60.7% | $102,412-57.7% | $145,884-70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.45% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $9,164 | $4,216+117.3% | $3,870+136.8% | $4,662+96.5% |
| Participant deferral / active EE | $5,589 | $5,622-0.6% | $5,060+10.5% | $6,690-16.4% |
| Admin fee / account holder | $131 | $9,745-98.7% | $8,388-98.4% | $13,392-99.0% |