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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 | $55,313 | $110,410-49.9% | $102,437-46.0% | $145,897-62.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,233 | $4,217-47.0% | $3,871-42.3% | $4,663-52.1% |
| Participant deferral / active EE | $3,527 | $5,622-37.3% | $5,060-30.3% | $6,689-47.3% |
| Admin fee / account holder | $23 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |