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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 | $94,766-56.5% | $112,923-63.5% | $139,487-70.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 40.96%-23.6pp | 34.13%-16.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $3,250 | $4,636-29.9% | $4,570-28.9% | $4,755-31.7% |
| Participant deferral / active EE | $10,413 | $6,523+59.6% | $6,520+59.7% | $6,713+55.1% |
| Admin fee / account holder | $74 | $8,529-99.1% | $7,046-98.9% | $11,407-99.3% |