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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 | $36,525 | $106,247-65.6% | $96,515-62.2% | $139,466-73.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.00% | 38.47%-15.5pp | 35.73%-12.7pp | 373.66%-350.7pp |
| Employer contribution / active EE | $10,006 | $4,106+143.7% | $3,740+167.6% | $4,754+110.5% |
| Participant deferral / active EE | $7,738 | $5,456+41.8% | $4,880+58.6% | $6,712+15.3% |
| Admin fee / account holder | $104 | $7,885-98.7% | $6,735-98.4% | $11,409-99.1% |