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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 | $41,256 | $111,814-63.1% | $103,374-60.1% | $145,959-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,120 | $4,214-49.7% | $3,869-45.2% | $4,661-54.5% |
| Participant deferral / active EE | $7,950 | $5,618+41.5% | $5,058+57.2% | $6,689+18.9% |
| Admin fee / account holder | $75 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |