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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 | $30,985 | $183,627-83.1% | $155,602-80.1% | $145,978-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.51% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,052 | $5,316-61.4% | $4,675-56.1% | $4,662-56.0% |
| Participant deferral / active EE | $13,066 | $6,466+102.1% | $5,629+132.1% | $6,690+95.3% |
| Admin fee / account holder | $211 | $19,327-98.9% | $15,923-98.7% | $13,400-98.4% |