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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 | $22,456 | $101,069-77.8% | $81,478-72.4% | $147,585-84.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.83% | 32.40%-8.6pp | 38.78%-15.0pp | 578.57%-554.7pp |
| Employer contribution / active EE | $3,554 | $3,205+10.9% | $2,568+38.4% | $4,876-27.1% |
| Participant deferral / active EE | $5,752 | $4,242+35.6% | $3,537+62.7% | $5,439+5.8% |
| Admin fee / account holder | $161 | $5,812-97.2% | $4,561-96.5% | $10,885-98.5% |