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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 | $41,110 | $117,846-65.1% | $102,434-59.9% | $145,884-71.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.90%-18.5pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,535 | $3,615-29.9% | $3,023-16.1% | $4,662-45.6% |
| Participant deferral / active EE | $11,121 | $5,733+94.0% | $5,055+120.0% | $6,690+66.2% |
| Admin fee / account holder | $220 | $13,356-98.4% | $9,462-97.7% | $13,392-98.4% |