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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 | $37,339 | $105,145-64.5% | $94,664-60.6% | $139,466-73.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.63% | 38.09%-15.5pp | 156.84%-134.2pp | 373.66%-351.0pp |
| Employer contribution / active EE | $5,341 | $4,107+30.0% | $3,673+45.4% | $4,754+12.3% |
| Participant deferral / active EE | $19,171 | $7,599+152.3% | $7,417+158.5% | $6,712+185.6% |
| Admin fee / account holder | $290 | $8,972-96.8% | $7,222-96.0% | $11,409-97.5% |