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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 | $17,675 | $85,024-79.2% | $70,544-74.9% | $139,466-87.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 15.38% | 30.39%-15.0pp | 32.79%-17.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $4,219 | $3,912+7.8% | $2,976+41.8% | $4,754-11.3% |
| Participant deferral / active EE | $2,177 | $5,891-63.0% | $4,568-52.3% | $6,712-67.6% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |