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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 | $30,373 | $110,379-72.5% | $102,412-70.3% | $145,884-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 24.84%-4.6pp | 24.94%-4.7pp | 551.85%-531.6pp |
| Employer contribution / active EE | $2,142 | $4,216-49.2% | $3,870-44.6% | $4,662-54.1% |
| Participant deferral / active EE | $17,375 | $5,622+209.1% | $5,060+243.4% | $6,690+159.7% |
| Admin fee / account holder | $156 | $9,745-98.4% | $8,388-98.1% | $13,392-98.8% |