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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 | $40,177 | $162,812-75.3% | $133,971-70.0% | $158,966-74.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.31% | 41.94%-21.6pp | 45.09%-24.8pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,754 | $4,976-64.8% | $3,919-55.3% | $4,762-63.2% |
| Participant deferral / active EE | $6,417 | $5,910+8.6% | $5,047+27.1% | $5,983+7.3% |
| Admin fee / account holder | $141 | $11,741-98.8% | $8,929-98.4% | $11,250-98.7% |