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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 | $33,845 | $141,001-76.0% | $112,228-69.8% | $139,487-75.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.37% | 32.75%-16.4pp | 30.23%-13.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,305 | $4,285-46.2% | $3,432-32.8% | $4,755-51.5% |
| Participant deferral / active EE | $12,271 | $5,877+108.8% | $4,800+155.6% | $6,713+82.8% |
| Admin fee / account holder | $158 | $9,959-98.4% | $7,752-98.0% | $11,407-98.6% |