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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 | $29,265 | $117,895-75.2% | $102,460-71.4% | $145,897-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 31.92%-17.6pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,236 | $3,619-38.2% | $3,025-26.1% | $4,663-52.1% |
| Participant deferral / active EE | $9,833 | $5,736+71.4% | $5,056+94.5% | $6,689+47.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |