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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 | $45,063 | $127,273-64.6% | $109,895-59.0% | $167,518-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.79% | 22.97%-7.2pp | 29.46%-13.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $2,988 | $3,324-10.1% | $2,843+5.1% | $4,838-38.2% |
| Participant deferral / active EE | $4,077 | $4,515-9.7% | $4,049+0.7% | $6,342-35.7% |
| Admin fee / account holder | $172 | $7,117-97.6% | $6,067-97.2% | $12,312-98.6% |