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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 | $34,338 | $78,707-56.4% | $117,861-70.9% | $70,126-51.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.28% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,338 | $2,223+50.1% | $3,786-11.8% | $2,343+42.5% |
| Participant deferral / active EE | $4,279 | $3,297+29.8% | $4,482-4.5% | $3,332+28.4% |
| Admin fee / account holder | $165 | $5,066-96.7% | $8,021-97.9% | $4,645-96.5% |