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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 | $36,580 | $162,785-77.5% | $133,959-72.7% | $158,950-77.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.47% | 41.94%-26.5pp | 45.09%-29.6pp | 302.91%-287.4pp |
| Employer contribution / active EE | $2,510 | $4,975-49.6% | $3,919-35.9% | $4,762-47.3% |
| Participant deferral / active EE | $2,510 | $5,910-57.5% | $5,047-50.3% | $5,983-58.0% |
| Admin fee / account holder | $139 | $11,738-98.8% | $8,928-98.4% | $11,248-98.8% |