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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 | $33,607 | $211,288-84.1% | $178,540-81.2% | $145,884-77.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 30.27%-7.1pp | 27.15%-4.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $3,574 | $4,574-21.9% | $3,953-9.6% | $4,662-23.3% |
| Participant deferral / active EE | $18,698 | $6,967+168.4% | $6,281+197.7% | $6,690+179.5% |
| Admin fee / account holder | $68 | $12,105-99.4% | $10,424-99.3% | $13,392-99.5% |