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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 | $38,339 | $124,330-69.2% | $109,173-64.9% | $167,536-77.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.76% | 26.04%-12.3pp | 25.75%-12.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $3,271 | $4,209-22.3% | $3,723-12.1% | $4,839-32.4% |
| Participant deferral / active EE | $8,912 | $5,256+69.5% | $4,654+91.5% | $6,342+40.5% |
| Admin fee / account holder | $157 | $7,974-98.0% | $6,755-97.7% | $12,315-98.7% |