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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 | $26,696 | $228,317-88.3% | $185,808-85.6% | $158,931-83.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.50% | 40.81%-21.3pp | 35.95%-16.5pp | 302.86%-283.4pp |
| Employer contribution / active EE | $7,957 | $4,964+60.3% | $4,086+94.8% | $4,761+67.1% |
| Participant deferral / active EE | $5,913 | $6,415-7.8% | $5,632+5.0% | $5,982-1.2% |
| Admin fee / account holder | $76 | $11,865-99.4% | $9,501-99.2% | $11,247-99.3% |