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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 | $48,304 | $225,673-78.6% | $203,872-76.3% | $155,188-68.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 11.89% | 95.91%-84.0pp | 85.11%-73.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,166 | $4,099-47.2% | $3,757-42.4% | $4,248-49.0% |
| Participant deferral / active EE | $3,074 | $6,893-55.4% | $6,388-51.9% | $6,531-52.9% |
| Admin fee / account holder | $295 | $12,327-97.6% | $11,730-97.5% | $14,480-98.0% |