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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 | $63,289 | $84,236-24.9% | $170,435-62.9% | $70,126-9.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.56% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,657 | $3,387+8.0% | $5,432-32.7% | $2,343+56.1% |
| Participant deferral / active EE | $4,412 | $3,086+43.0% | $4,939-10.7% | $3,332+32.4% |
| Admin fee / account holder | $150 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |