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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 | $117,829-70.9% | $102,423-66.5% | $145,877-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.08% | 31.83%-12.8pp | 29.42%-10.3pp | 551.28%-532.2pp |
| Employer contribution / active EE | $4,622 | $3,615+27.9% | $3,023+52.9% | $4,663-0.9% |
| Participant deferral / active EE | $17,352 | $5,732+202.7% | $5,054+243.3% | $6,691+159.4% |
| Admin fee / account holder | $229 | $13,335-98.3% | $9,455-97.6% | $13,402-98.3% |