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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 | $39,519 | $106,236-62.8% | $96,496-59.0% | $139,427-71.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.15% | 38.43%-15.3pp | 35.70%-12.5pp | 373.27%-350.1pp |
| Employer contribution / active EE | $3,796 | $4,104-7.5% | $3,738+1.5% | $4,752-20.1% |
| Participant deferral / active EE | $9,340 | $5,455+71.2% | $4,879+91.4% | $6,711+39.2% |
| Admin fee / account holder | $109 | $7,879-98.6% | $6,731-98.4% | $11,404-99.0% |