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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 | $41,804 | $103,387-59.6% | $87,102-52.0% | $152,885-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.75% | 28.10%-4.3pp | 28.19%-4.4pp | 345.39%-321.6pp |
| Employer contribution / active EE | $3,476 | $3,221+7.9% | $2,521+37.9% | $4,763-27.0% |
| Participant deferral / active EE | $10,393 | $4,778+117.5% | $4,048+156.7% | $5,851+77.6% |
| Admin fee / account holder | $166 | $12,193-98.6% | $7,491-97.8% | $11,598-98.6% |