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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 | $38,784 | $84,236-54.0% | $170,435-77.2% | $70,126-44.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.86% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $6,729 | $3,387+98.7% | $5,432+23.9% | $2,343+187.3% |
| Participant deferral / active EE | $4,519 | $3,086+46.5% | $4,939-8.5% | $3,332+35.6% |
| Admin fee / account holder | $234 | $5,698-95.9% | $13,881-98.3% | $4,645-95.0% |