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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 | $34,358 | $89,364-61.6% | $141,177-75.7% | $72,983-52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.71% | 111.86%-87.2pp | 71.40%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $3,061 | $3,115-1.7% | $4,736-35.4% | $2,440+25.4% |
| Participant deferral / active EE | $9,133 | $5,419+68.6% | $6,710+36.1% | $3,608+153.2% |
| Admin fee / account holder | $106 | $5,959-98.2% | $10,263-99.0% | $5,124-97.9% |