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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 | $54,202 | $103,000-47.4% | $90,300-40.0% | $152,885-64.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.98% | 95.19%-73.2pp | 78.11%-56.1pp | 345.39%-323.4pp |
| Employer contribution / active EE | $2,611 | $3,138-16.8% | $2,854-8.5% | $4,763-45.2% |
| Participant deferral / active EE | $7,237 | $4,281+69.1% | $3,884+86.3% | $5,851+23.7% |
| Admin fee / account holder | $184 | $6,173-97.0% | $5,353-96.6% | $11,598-98.4% |