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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 | $25,003 | $149,741-83.3% | $118,914-79.0% | $158,982-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.90% | 19.94%-12.0pp | 35.89%-28.0pp | 302.99%-295.1pp |
| Employer contribution / active EE | $8,523 | $4,119+106.9% | $3,264+161.1% | $4,763+78.9% |
| Participant deferral / active EE | $3,714 | $5,226-28.9% | $4,266-12.9% | $5,983-37.9% |
| Admin fee / account holder | $10 | $8,607-99.9% | $6,582-99.8% | $11,252-99.9% |