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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 | $34,400 | $102,385-66.4% | $147,080-76.6% | $80,935-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.50% | 135.09%-114.6pp | 420.17%-399.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $3,950 | $3,717+6.3% | $4,933-19.9% | $2,757+43.3% |
| Participant deferral / active EE | $7,781 | $6,651+17.0% | $8,066-3.5% | $4,299+81.0% |
| Admin fee / account holder | $169 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |