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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 | $37,804 | $211,239-82.1% | $178,528-78.8% | $145,877-74.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.21% | 30.22%-16.0pp | 27.11%-12.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,267 | $4,570-6.6% | $3,950+8.0% | $4,663-8.5% |
| Participant deferral / active EE | $10,483 | $6,963+50.6% | $6,278+67.0% | $6,691+56.7% |
| Admin fee / account holder | $102 | $12,095-99.2% | $10,419-99.0% | $13,402-99.2% |