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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 | $56,587 | $93,346-39.4% | $71,796-21.2% | $273,972-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.57% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,207 | $2,733-19.3% | $1,924+14.7% | $4,869-54.7% |
| Participant deferral / active EE | $6,375 | $3,475+83.4% | $2,794+128.1% | $5,287+20.6% |
| Admin fee / account holder | $195 | $6,571-97.0% | $4,815-95.9% | $10,133-98.1% |