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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 | $39,596 | $117,859-66.4% | $102,438-61.3% | $145,959-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.01% | 31.72%-10.7pp | 29.37%-8.4pp | 561.95%-540.9pp |
| Employer contribution / active EE | $3,856 | $3,615+6.7% | $3,024+27.5% | $4,661-17.3% |
| Participant deferral / active EE | $5,059 | $5,732-11.7% | $5,054+0.1% | $6,689-24.4% |
| Admin fee / account holder | $20 | $13,318-99.8% | $9,448-99.8% | $13,398-99.9% |