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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 | $24,712 | $149,778-83.5% | $118,946-79.2% | $158,966-84.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 40.37% | 19.95%+20.4pp | 35.89%+4.5pp | 302.95%-262.6pp |
| Employer contribution / active EE | $2,903 | $4,117-29.5% | $3,263-11.0% | $4,762-39.0% |
| Participant deferral / active EE | $6,486 | $5,225+24.1% | $4,266+52.0% | $5,983+8.4% |
| Admin fee / account holder | $250 | $8,604-97.1% | $6,581-96.2% | $11,250-97.8% |