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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 | $53,360 | $110,410-51.7% | $102,437-47.9% | $145,897-63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,379 | $4,217-43.6% | $3,871-38.5% | $4,663-49.0% |
| Participant deferral / active EE | $5,750 | $5,622+2.3% | $5,060+13.6% | $6,689-14.0% |
| Admin fee / account holder | $262 | $9,745-97.3% | $8,388-96.9% | $13,390-98.0% |