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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 | $37,551 | $115,917-67.6% | $100,535-62.6% | $158,982-76.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.46% | 34.80%-21.3pp | 30.90%-17.4pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,780 | $4,105-56.6% | $3,419-47.9% | $4,763-62.6% |
| Participant deferral / active EE | $4,961 | $6,677-25.7% | $6,271-20.9% | $5,983-17.1% |
| Admin fee / account holder | $162 | $11,002-98.5% | $8,085-98.0% | $11,252-98.6% |