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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 | $57,547 | $95,601-39.8% | $77,183-25.4% | $139,456-58.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.43% | 54.96%-37.5pp | 37.89%-20.5pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,200 | $3,145-61.8% | $2,534-52.6% | $4,753-74.8% |
| Participant deferral / active EE | $4,396 | $4,623-4.9% | $3,833+14.7% | $6,711-34.5% |
| Admin fee / account holder | $228 | $8,302-97.3% | $5,475-95.8% | $11,407-98.0% |