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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 | $22,505 | $93,589-76.0% | $135,942-83.4% | $75,181-70.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.55% | 30.90%-4.4pp | 68.28%-41.7pp | 160.69%-134.1pp |
| Employer contribution / active EE | $2,623 | $3,537-25.9% | $4,858-46.0% | $2,671-1.8% |
| Participant deferral / active EE | $4,765 | $6,405-25.6% | $7,759-38.6% | $4,126+15.5% |
| Admin fee / account holder | $8 | $6,977-99.9% | $10,764-99.9% | $5,650-99.9% |