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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 | $41,266 | $94,752-56.4% | $112,887-63.4% | $139,427-70.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 40.88%-23.5pp | 34.10%-16.7pp | 373.27%-355.9pp |
| Employer contribution / active EE | $3,250 | $4,625-29.7% | $4,563-28.8% | $4,752-31.6% |
| Participant deferral / active EE | $10,413 | $6,512+59.9% | $6,513+59.9% | $6,711+55.2% |
| Admin fee / account holder | $74 | $8,527-99.1% | $7,047-98.9% | $11,404-99.3% |