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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 | $34,010 | $105,856-67.9% | $90,161-62.3% | $147,585-77.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.74% | 37.63%-17.9pp | 34.89%-15.1pp | 578.58%-558.8pp |
| Employer contribution / active EE | $2,685 | $4,126-34.9% | $3,318-19.1% | $4,876-44.9% |
| Participant deferral / active EE | $4,008 | $5,733-30.1% | $5,287-24.2% | $5,439-26.3% |
| Admin fee / account holder | $221 | $8,046-97.3% | $5,943-96.3% | $10,886-98.0% |