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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 | $22,293 | $110,410-79.8% | $102,437-78.2% | $145,897-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.79% | 24.85%+3.9pp | 24.95%+3.8pp | 552.29%-523.5pp |
| Employer contribution / active EE | $3,009 | $4,217-28.6% | $3,871-22.3% | $4,663-35.5% |
| Participant deferral / active EE | $8,007 | $5,622+42.4% | $5,060+58.2% | $6,689+19.7% |
| Admin fee / account holder | $210 | $9,745-97.8% | $8,388-97.5% | $13,390-98.4% |