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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 | $47,730 | $89,364-46.6% | $141,177-66.2% | $72,983-34.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.15% | 111.86%-86.7pp | 71.40%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $2,895 | $3,115-7.1% | $4,736-38.9% | $2,440+18.6% |
| Participant deferral / active EE | $6,374 | $5,419+17.6% | $6,710-5.0% | $3,608+76.7% |
| Admin fee / account holder | $259 | $5,959-95.7% | $10,263-97.5% | $5,124-95.0% |