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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 | $29,170 | $100,279-70.9% | $81,353-64.1% | $145,884-80.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 34.49%-17.1pp | 24.82%-7.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $3,635 | $2,979+22.0% | $2,464+47.5% | $4,662-22.0% |
| Participant deferral / active EE | $10,906 | $4,611+136.5% | $3,885+180.8% | $6,690+63.0% |
| Admin fee / account holder | $220 | $8,206-97.3% | $5,766-96.2% | $13,392-98.4% |