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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 | $32,728 | $103,000-68.2% | $90,300-63.8% | $152,885-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.77% | 95.19%-72.4pp | 78.11%-55.3pp | 345.39%-322.6pp |
| Employer contribution / active EE | $4,373 | $3,138+39.3% | $2,854+53.2% | $4,763-8.2% |
| Participant deferral / active EE | $4,576 | $4,281+6.9% | $3,884+17.8% | $5,851-21.8% |
| Admin fee / account holder | $136 | $6,173-97.8% | $5,353-97.5% | $11,598-98.8% |