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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 | $37,377 | $211,239-82.3% | $178,528-79.1% | $145,877-74.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.18% | 30.22%-7.0pp | 27.11%-3.9pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,800 | $4,570-60.6% | $3,950-54.4% | $4,663-61.4% |
| Participant deferral / active EE | $12,188 | $6,963+75.1% | $6,278+94.1% | $6,691+82.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |