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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 | $22,020 | $103,393-78.7% | $87,103-74.7% | $152,909-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.80% | 28.10%-11.3pp | 28.19%-11.4pp | 345.46%-328.7pp |
| Employer contribution / active EE | $3,111 | $3,221-3.4% | $2,521+23.4% | $4,764-34.7% |
| Participant deferral / active EE | $3,735 | $4,778-21.8% | $4,049-7.7% | $5,851-36.2% |
| Admin fee / account holder | $209 | $12,195-98.3% | $7,491-97.2% | $11,601-98.2% |