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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 | $59,188 | $157,304-62.4% | $141,197-58.1% | $152,909-61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.68% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,234 | $5,263-38.5% | $4,736-31.7% | $4,764-32.1% |
| Participant deferral / active EE | $5,521 | $7,111-22.4% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |