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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 | $29,979 | $116,203-74.2% | $93,621-68.0% | $152,909-80.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.57% | 35.96%-21.4pp | 32.76%-18.2pp | 345.46%-330.9pp |
| Employer contribution / active EE | $3,241 | $3,219+0.7% | $2,719+19.2% | $4,764-32.0% |
| Participant deferral / active EE | $3,900 | $4,605-15.3% | $4,070-4.2% | $5,851-33.4% |
| Admin fee / account holder | $283 | $10,751-97.4% | $7,890-96.4% | $11,601-97.6% |