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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 | $56,122 | $157,304-64.3% | $141,197-60.3% | $152,909-63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.37% | 64.34%-43.0pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $3,286 | $5,263-37.6% | $4,736-30.6% | $4,764-31.0% |
| Participant deferral / active EE | $5,101 | $7,111-28.3% | $6,710-24.0% | $5,851-12.8% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |