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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 | $23,644 | $106,247-77.7% | $96,515-75.5% | $139,466-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.39% | 38.47%-13.1pp | 35.73%-10.3pp | 373.66%-348.3pp |
| Employer contribution / active EE | $2,473 | $4,106-39.8% | $3,740-33.9% | $4,754-48.0% |
| Participant deferral / active EE | $5,217 | $5,456-4.4% | $4,880+6.9% | $6,712-22.3% |
| Admin fee / account holder | $103 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |