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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 | $34,979 | $91,179-61.6% | $178,499-80.4% | $79,852-56.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.61% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $5,874 | $3,256+80.4% | $5,011+17.2% | $2,471+137.7% |
| Participant deferral / active EE | $7,693 | $3,236+137.7% | $5,202+47.9% | $3,740+105.7% |
| Admin fee / account holder | $226 | $6,749-96.7% | $13,986-98.4% | $5,306-95.7% |