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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 | $76,432 | $106,247-28.1% | $96,515-20.8% | $139,466-45.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.31% | 38.47%-12.2pp | 35.73%-9.4pp | 373.66%-347.4pp |
| Employer contribution / active EE | $3,042 | $4,106-25.9% | $3,740-18.6% | $4,754-36.0% |
| Participant deferral / active EE | $5,896 | $5,456+8.1% | $4,880+20.8% | $6,712-12.2% |
| Admin fee / account holder | $21 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |