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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 | $37,139 | $103,392-64.1% | $87,104-57.4% | $152,897-75.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.22% | 28.10%+2.1pp | 28.19%+2.0pp | 345.43%-315.2pp |
| Employer contribution / active EE | $1,486 | $3,221-53.9% | $2,521-41.1% | $4,764-68.8% |
| Participant deferral / active EE | $13,774 | $4,778+188.3% | $4,048+240.2% | $5,851+135.4% |
| Admin fee / account holder | $258 | $12,194-97.9% | $7,491-96.6% | $11,599-97.8% |