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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 | $38,948 | $232,540-83.3% | $185,117-79.0% | $147,586-73.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.43% | 43.03%-19.6pp | 40.50%-17.1pp | 578.59%-555.2pp |
| Employer contribution / active EE | $1,983 | $5,195-61.8% | $4,182-52.6% | $4,876-59.3% |
| Participant deferral / active EE | $9,030 | $5,834+54.8% | $5,045+79.0% | $5,439+66.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |