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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 | $51,678 | $106,267-51.4% | $96,520-46.5% | $139,456-62.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.69% | 38.45%-17.8pp | 35.72%-15.0pp | 373.45%-352.8pp |
| Employer contribution / active EE | $3,250 | $4,105-20.8% | $3,739-13.1% | $4,753-31.6% |
| Participant deferral / active EE | $8,600 | $5,454+57.7% | $4,879+76.3% | $6,711+28.1% |
| Admin fee / account holder | $180 | $7,882-97.7% | $6,733-97.3% | $11,407-98.4% |