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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 | $33,648 | $112,935-70.2% | $90,970-63.0% | $158,966-78.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 215.79%-201.0pp | 134.58%-119.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,811 | $2,895-37.4% | $2,122-14.7% | $4,762-62.0% |
| Participant deferral / active EE | $3,677 | $4,129-10.9% | $3,373+9.0% | $5,983-38.5% |
| Admin fee / account holder | $253 | $8,045-96.9% | $5,960-95.8% | $11,250-97.8% |