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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 | $35,857 | $101,618-64.7% | $93,063-61.5% | $137,256-73.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.31% | 223.95%-200.6pp | 34.15%-10.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,116 | $2,707+15.1% | $2,476+25.8% | $4,156-25.0% |
| Participant deferral / active EE | $10,268 | $4,279+140.0% | $3,958+159.4% | $6,407+60.3% |
| Admin fee / account holder | $130 | $6,198-97.9% | $6,033-97.8% | $12,270-98.9% |