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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 | $55,880 | $103,038-45.8% | $90,324-38.1% | $152,909-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.42% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,263 | $3,141-59.8% | $2,856-55.8% | $4,764-73.5% |
| Participant deferral / active EE | $5,200 | $4,282+21.4% | $3,885+33.8% | $5,851-11.1% |
| Admin fee / account holder | $134 | $6,177-97.8% | $5,356-97.5% | $11,601-98.8% |