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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 | $49,358 | $101,063-51.2% | $81,473-39.4% | $147,586-66.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.11% | 32.41%-10.3pp | 38.78%-16.7pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,064 | $3,206-66.8% | $2,568-58.6% | $4,876-78.2% |
| Participant deferral / active EE | $4,491 | $4,242+5.9% | $3,537+27.0% | $5,439-17.4% |
| Admin fee / account holder | $108 | $5,812-98.1% | $4,561-97.6% | $10,886-99.0% |