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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 | $29,247 | $116,190-74.8% | $93,614-68.8% | $152,885-80.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.65% | 35.96%-22.3pp | 32.76%-19.1pp | 345.39%-331.7pp |
| Employer contribution / active EE | $10,178 | $3,219+216.2% | $2,718+274.4% | $4,763+113.7% |
| Participant deferral / active EE | $5,064 | $4,604+10.0% | $4,069+24.5% | $5,851-13.4% |
| Admin fee / account holder | $29 | $10,749-99.7% | $7,889-99.6% | $11,598-99.7% |