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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 | $100,147-49.6% | $81,286-37.9% | $145,877-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.38% | 34.44%-18.1pp | 24.80%-8.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,018 | $2,977-32.2% | $2,463-18.1% | $4,663-56.7% |
| Participant deferral / active EE | $7,333 | $4,607+59.2% | $3,883+88.8% | $6,691+9.6% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |