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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 | $13,472 | $110,337-87.8% | $102,383-86.8% | $145,877-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $5,352 | $4,216+26.9% | $3,870+38.3% | $4,663+14.8% |
| Participant deferral / active EE | $3,545 | $5,621-36.9% | $5,060-29.9% | $6,691-47.0% |
| Admin fee / account holder | $43 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |