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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 | $38,307 | $129,737-70.5% | $119,126-67.8% | $154,746-75.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.75% | 379.08%-363.3pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,881 | $4,375-34.1% | $4,034-28.6% | $4,379-34.2% |
| Participant deferral / active EE | $7,765 | $5,842+32.9% | $5,318+46.0% | $6,730+15.4% |
| Admin fee / account holder | $165 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |