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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 | $30,683 | $232,540-86.8% | $185,117-83.4% | $147,586-79.2% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 12.06% | 43.03%-31.0pp | 40.50%-28.4pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,779 | $5,195-65.8% | $4,182-57.5% | $4,876-63.5% |
| Participant deferral / active EE | $3,600 | $5,834-38.3% | $5,045-28.6% | $5,439-33.8% |
| Admin fee / account holder | $233 | $10,275-97.7% | $8,159-97.1% | $10,886-97.9% |