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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 | $41,796 | $211,224-80.2% | $178,505-76.6% | $145,897-71.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.45% | 30.28%-10.8pp | 27.16%-7.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,000 | $4,577-34.4% | $3,955-24.1% | $4,663-35.7% |
| Participant deferral / active EE | $6,000 | $6,966-13.9% | $6,280-4.5% | $6,689-10.3% |
| Admin fee / account holder | $150 | $12,109-98.8% | $10,428-98.6% | $13,390-98.9% |