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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 | $44,955 | $102,638-56.2% | $81,982-45.2% | $158,982-71.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.76% | 61.05%-50.3pp | 41.31%-30.6pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,190 | $3,241-32.4% | $2,498-12.3% | $4,763-54.0% |
| Participant deferral / active EE | $7,498 | $4,649+61.3% | $3,722+101.4% | $5,983+25.3% |
| Admin fee / account holder | $131 | $8,237-98.4% | $5,665-97.7% | $11,252-98.8% |