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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 | $36,839 | $117,829-68.7% | $102,423-64.0% | $145,877-74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 31.83%-17.0pp | 29.42%-14.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,428 | $3,615-32.8% | $3,023-19.7% | $4,663-47.9% |
| Participant deferral / active EE | $12,215 | $5,732+113.1% | $5,054+141.7% | $6,691+82.6% |
| Admin fee / account holder | $193 | $13,335-98.6% | $9,455-98.0% | $13,402-98.6% |