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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 | $34,826 | $117,829-70.4% | $102,423-66.0% | $145,877-76.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 31.83%-15.3pp | 29.42%-12.8pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,756 | $3,615-23.8% | $3,023-8.8% | $4,663-40.9% |
| Participant deferral / active EE | $8,078 | $5,732+40.9% | $5,054+59.8% | $6,691+20.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |