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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 | $31,795 | $97,765-67.5% | $103,486-69.3% | $145,884-78.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 29.07% | 25.44%+3.6pp | 23.93%+5.1pp | 551.85%-522.8pp |
| Employer contribution / active EE | $3,970 | $4,687-15.3% | $4,679-15.2% | $4,662-14.8% |
| Participant deferral / active EE | $13,977 | $6,606+111.6% | $6,628+110.9% | $6,690+108.9% |
| Admin fee / account holder | $38 | $12,505-99.7% | $9,354-99.6% | $13,392-99.7% |