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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 | $30,370 | $53,128-42.8% | $86,582-64.9% | $70,126-56.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.61% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,885 | $2,068+87.9% | $2,839+36.8% | $2,343+65.8% |
| Participant deferral / active EE | $3,826 | $2,695+42.0% | $3,609+6.0% | $3,332+14.8% |
| Admin fee / account holder | $216 | $3,584-94.0% | $4,904-95.6% | $4,645-95.4% |