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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 | $100,583 | $162,812-38.2% | $133,971-24.9% | $158,966-36.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.44% | 41.94%-19.5pp | 45.09%-22.7pp | 302.95%-280.5pp |
| Employer contribution / active EE | $1,140 | $4,976-77.1% | $3,919-70.9% | $4,762-76.1% |
| Participant deferral / active EE | $20,260 | $5,910+242.8% | $5,047+301.4% | $5,983+238.6% |
| Admin fee / account holder | $39 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |