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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 | $32,457 | $110,303-70.6% | $95,759-66.1% | $139,487-76.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 27.19%-11.7pp | 28.42%-12.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $10,914 | $3,261+234.7% | $2,836+284.8% | $4,755+129.5% |
| Participant deferral / active EE | $3,991 | $4,674-14.6% | $4,244-5.9% | $6,713-40.5% |
| Admin fee / account holder | $125 | $6,615-98.1% | $5,678-97.8% | $11,407-98.9% |