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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 | $15,557 | $77,908-80.0% | $149,696-89.6% | $75,173-79.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 36.80% | 31.73%+5.1pp | 134.46%-97.7pp | 160.72%-123.9pp |
| Employer contribution / active EE | $5,603 | $3,138+78.6% | $4,821+16.2% | $2,671+109.8% |
| Participant deferral / active EE | $4,277 | $3,411+25.4% | $5,682-24.7% | $4,126+3.7% |
| Admin fee / account holder | $275 | $5,950-95.4% | $13,212-97.9% | $5,651-95.1% |