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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 | $34,209 | $110,337-69.0% | $102,383-66.6% | $145,877-76.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,273 | $4,216-46.1% | $3,870-41.3% | $4,663-51.3% |
| Participant deferral / active EE | $10,890 | $5,621+93.7% | $5,060+115.2% | $6,691+62.8% |
| Admin fee / account holder | $288 | $9,750-97.1% | $8,391-96.6% | $13,402-97.9% |