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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 | $50,459 | $142,430-64.6% | $115,170-56.2% | $152,897-67.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 14.05% | 41.48%-27.4pp | 35.60%-21.6pp | 345.43%-331.4pp |
| Employer contribution / active EE | $5,716 | $4,011+42.5% | $3,179+79.8% | $4,764+20.0% |
| Participant deferral / active EE | $3,792 | $5,165-26.6% | $4,169-9.0% | $5,851-35.2% |
| Admin fee / account holder | $227 | $8,464-97.3% | $7,089-96.8% | $11,599-98.0% |