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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 | $50,464 | $100,004-49.5% | $81,438-38.0% | $145,959-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.38% | 34.34%-18.0pp | 24.74%-8.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,018 | $2,970-32.1% | $2,460-18.0% | $4,661-56.7% |
| Participant deferral / active EE | $7,333 | $4,603+59.3% | $3,883+88.8% | $6,689+9.6% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |