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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 | $32,272 | $156,616-79.4% | $133,346-75.8% | $198,609-83.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 23.81% | 44.25%-20.4pp | 36.85%-13.0pp | 202.70%-178.9pp |
| Employer contribution / active EE | $2,326 | $3,368-30.9% | $2,853-18.5% | $5,055-54.0% |
| Participant deferral / active EE | $4,374 | $4,920-11.1% | $4,332+1.0% | $6,977-37.3% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |