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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 | $54,593 | $84,236-35.2% | $170,435-68.0% | $70,126-22.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.68% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $6,803 | $3,387+100.8% | $5,432+25.2% | $2,343+190.4% |
| Participant deferral / active EE | $5,589 | $3,086+81.1% | $4,939+13.1% | $3,332+67.7% |
| Admin fee / account holder | $168 | $5,698-97.1% | $13,881-98.8% | $4,645-96.4% |