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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 | $38,104 | $110,379-65.5% | $102,412-62.8% | $145,884-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $7,709 | $4,216+82.8% | $3,870+99.2% | $4,662+65.4% |
| Participant deferral / active EE | $3,008 | $5,622-46.5% | $5,060-40.6% | $6,690-55.0% |
| Admin fee / account holder | $164 | $9,745-98.3% | $8,388-98.0% | $13,392-98.8% |