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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 | $36,587 | $755,339-95.2% | $379,746-90.4% | $158,982-77.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 25.64% | 53.41%-27.8pp | 34.90%-9.3pp | 302.99%-277.4pp |
| Employer contribution / active EE | $3,290 | $4,685-29.8% | $3,540-7.0% | $4,763-30.9% |
| Participant deferral / active EE | $10,140 | $7,938+27.7% | $6,024+68.3% | $5,983+69.5% |
| Admin fee / account holder | $20 | $14,482-99.9% | $7,927-99.7% | $11,252-99.8% |