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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 | $34,294 | $96,508-64.5% | $75,901-54.8% | $152,897-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 34.55% | 33.99%+0.6pp | 30.76%+3.8pp | 345.43%-310.9pp |
| Employer contribution / active EE | $4,901 | $3,310+48.1% | $2,501+96.0% | $4,764+2.9% |
| Participant deferral / active EE | $10,838 | $4,554+138.0% | $3,603+200.8% | $5,851+85.2% |
| Admin fee / account holder | $4 | $8,081-100.0% | $5,420-99.9% | $11,599-100.0% |