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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 | $26,515 | $106,280-75.1% | $96,538-72.5% | $139,487-81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.79% | 38.48%-11.7pp | 35.74%-8.9pp | 373.84%-347.0pp |
| Employer contribution / active EE | $3,798 | $4,107-7.5% | $3,740+1.5% | $4,755-20.1% |
| Participant deferral / active EE | $4,950 | $5,457-9.3% | $4,880+1.4% | $6,713-26.3% |
| Admin fee / account holder | $180 | $7,888-97.7% | $6,737-97.3% | $11,407-98.4% |