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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 | $41,059 | $106,267-61.4% | $96,520-57.5% | $139,456-70.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.97% | 38.45%-11.5pp | 35.72%-8.7pp | 373.45%-346.5pp |
| Employer contribution / active EE | $4,884 | $4,105+19.0% | $3,739+30.6% | $4,753+2.8% |
| Participant deferral / active EE | $10,063 | $5,454+84.5% | $4,879+106.3% | $6,711+49.9% |
| Admin fee / account holder | $220 | $7,882-97.2% | $6,733-96.7% | $11,407-98.1% |