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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 | $31,983 | $77,419-58.7% | $69,461-54.0% | $152,885-79.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.13% | 39.07%-18.9pp | 28.97%-8.8pp | 345.39%-325.3pp |
| Employer contribution / active EE | $3,581 | $3,315+8.0% | $2,779+28.8% | $4,763-24.8% |
| Participant deferral / active EE | $5,026 | $4,414+13.9% | $3,536+42.1% | $5,851-14.1% |
| Admin fee / account holder | $63 | $6,207-99.0% | $3,840-98.4% | $11,598-99.5% |