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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 | $45,926 | $157,276-70.8% | $141,177-67.5% | $152,885-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.70% | 64.33%-41.6pp | 71.40%-48.7pp | 345.39%-322.7pp |
| Employer contribution / active EE | $2,449 | $5,262-53.5% | $4,736-48.3% | $4,763-48.6% |
| Participant deferral / active EE | $4,503 | $7,110-36.7% | $6,710-32.9% | $5,851-23.0% |
| Admin fee / account holder | $213 | $12,123-98.2% | $10,263-97.9% | $11,598-98.2% |