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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 | $31,463 | $116,203-72.9% | $93,621-66.4% | $152,909-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.94% | 35.96%-8.0pp | 32.76%-4.8pp | 345.46%-317.5pp |
| Employer contribution / active EE | $3,356 | $3,219+4.2% | $2,719+23.4% | $4,764-29.6% |
| Participant deferral / active EE | $4,879 | $4,605+6.0% | $4,070+19.9% | $5,851-16.6% |
| Admin fee / account holder | $261 | $10,751-97.6% | $7,890-96.7% | $11,601-97.7% |