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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 | $34,666 | $45,152-23.2% | $73,836-53.1% | $59,633-41.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.61% | 27.40%-26.8pp | 2268.06%-2267.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,186 | $1,901+15.0% | $2,787-21.6% | $2,203-0.8% |
| Participant deferral / active EE | $3,505 | $2,573+36.2% | $3,583-2.2% | $3,192+9.8% |
| Admin fee / account holder | $270 | $3,515-92.3% | $4,882-94.5% | $4,297-93.7% |