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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 | $30,058 | $116,203-74.1% | $93,621-67.9% | $152,897-80.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.68% | 35.96%-9.3pp | 32.76%-6.1pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,143 | $3,219-33.4% | $2,719-21.2% | $4,764-55.0% |
| Participant deferral / active EE | $2,701 | $4,605-41.3% | $4,070-33.6% | $5,851-53.8% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |