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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 | $38,470 | $117,846-67.4% | $102,434-62.4% | $145,884-73.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.55% | 31.90%-7.4pp | 29.46%-4.9pp | 551.85%-527.3pp |
| Employer contribution / active EE | $2,593 | $3,615-28.3% | $3,023-14.2% | $4,662-44.4% |
| Participant deferral / active EE | $12,135 | $5,733+111.6% | $5,055+140.1% | $6,690+81.4% |
| Admin fee / account holder | $83 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |