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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 | $39,449 | $165,939-76.2% | $122,354-67.8% | $147,586-73.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.27% | 34.56%-19.3pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,500 | $5,754-39.2% | $4,051-13.6% | $4,876-28.2% |
| Participant deferral / active EE | $1,365 | $4,005-65.9% | $3,287-58.5% | $5,439-74.9% |
| Admin fee / account holder | $59 | $7,425-99.2% | $5,479-98.9% | $10,886-99.5% |