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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 | $25,705 | $110,240-76.7% | $96,544-73.4% | $139,487-81.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.61% | 26.41%-6.8pp | 25.88%-6.3pp | 373.84%-354.2pp |
| Employer contribution / active EE | $2,855 | $3,622-21.2% | $2,966-3.7% | $4,755-39.9% |
| Participant deferral / active EE | $8,083 | $5,549+45.7% | $4,851+66.6% | $6,713+20.4% |
| Admin fee / account holder | $198 | $11,602-98.3% | $8,254-97.6% | $11,407-98.3% |