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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 | $31,456 | $101,618-69.0% | $93,063-66.2% | $137,256-77.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.66% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,844 | $2,707+5.0% | $2,476+14.8% | $4,156-31.6% |
| Participant deferral / active EE | $7,888 | $4,279+84.3% | $3,958+99.3% | $6,407+23.1% |
| Admin fee / account holder | $19 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |