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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 | $35,964 | $117,829-69.5% | $102,423-64.9% | $145,877-75.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,303 | $3,615-8.6% | $3,023+9.3% | $4,663-29.2% |
| Participant deferral / active EE | $2,459 | $5,732-57.1% | $5,054-51.4% | $6,691-63.3% |
| Admin fee / account holder | $19 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |