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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 | $31,498 | $117,829-73.3% | $102,423-69.2% | $145,877-78.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 31.83%-15.7pp | 29.42%-13.3pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,968 | $3,615+65.1% | $3,023+97.4% | $4,663+28.0% |
| Participant deferral / active EE | $4,995 | $5,732-12.9% | $5,054-1.2% | $6,691-25.3% |
| Admin fee / account holder | $42 | $13,335-99.7% | $9,455-99.6% | $13,402-99.7% |