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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 | $28,952 | $116,190-75.1% | $93,614-69.1% | $152,885-81.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 32.27% | 35.96%-3.7pp | 32.76%-0.5pp | 345.39%-313.1pp |
| Employer contribution / active EE | $1,921 | $3,219-40.3% | $2,718-29.3% | $4,763-59.7% |
| Participant deferral / active EE | $4,774 | $4,604+3.7% | $4,069+17.3% | $5,851-18.4% |
| Admin fee / account holder | $153 | $10,749-98.6% | $7,889-98.1% | $11,598-98.7% |