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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 | $37,235 | $110,410-66.3% | $102,437-63.7% | $145,897-74.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.73% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $4,210 | $4,217-0.2% | $3,871+8.8% | $4,663-9.7% |
| Participant deferral / active EE | $15,140 | $5,622+169.3% | $5,060+199.2% | $6,689+126.3% |
| Admin fee / account holder | $214 | $9,745-97.8% | $8,388-97.4% | $13,390-98.4% |