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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 | $43,401 | $110,337-60.7% | $102,383-57.6% | $145,877-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.74% | 24.83%-6.1pp | 24.94%-6.2pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,333 | $4,216-20.9% | $3,870-13.9% | $4,663-28.5% |
| Participant deferral / active EE | $1,779 | $5,621-68.4% | $5,060-64.8% | $6,691-73.4% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |