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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 | $34,268 | $117,859-70.9% | $102,438-66.5% | $145,959-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.08% | 31.72%-12.6pp | 29.37%-10.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $4,622 | $3,615+27.9% | $3,024+52.9% | $4,661-0.8% |
| Participant deferral / active EE | $17,352 | $5,732+202.7% | $5,054+243.4% | $6,689+159.4% |
| Admin fee / account holder | $229 | $13,318-98.3% | $9,448-97.6% | $13,398-98.3% |