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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 | $43,177 | $106,267-59.4% | $96,520-55.3% | $139,456-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.57% | 38.45%-20.9pp | 35.72%-18.1pp | 373.45%-355.9pp |
| Employer contribution / active EE | $3,009 | $4,105-26.7% | $3,739-19.5% | $4,753-36.7% |
| Participant deferral / active EE | $9,471 | $5,454+73.6% | $4,879+94.1% | $6,711+41.1% |
| Admin fee / account holder | $13 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |