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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 | $29,657 | $104,251-71.6% | $91,004-67.4% | $147,586-79.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.84% | 27.06%-15.2pp | 4.60%+7.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $4,169 | $3,116+33.8% | $2,456+69.8% | $4,876-14.5% |
| Participant deferral / active EE | $2,894 | $4,195-31.0% | $3,548-18.4% | $5,439-46.8% |
| Admin fee / account holder | $230 | $8,948-97.4% | $5,417-95.7% | $10,886-97.9% |