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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 | $25,237 | $84,236-70.0% | $170,435-85.2% | $70,126-64.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.44% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,518 | $3,387+33.4% | $5,432-16.8% | $2,343+92.9% |
| Participant deferral / active EE | $2,456 | $3,086-20.4% | $4,939-50.3% | $3,332-26.3% |
| Admin fee / account holder | $182 | $5,698-96.8% | $13,881-98.7% | $4,645-96.1% |