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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 | $51,527 | $113,338-54.5% | $94,993-45.8% | $147,586-65.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.88% | 20.80%-3.9pp | 27.14%-10.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $4,766 | $3,160+50.8% | $2,603+83.1% | $4,876-2.3% |
| Participant deferral / active EE | $5,195 | $3,777+37.6% | $3,317+56.6% | $5,439-4.5% |
| Admin fee / account holder | $118 | $6,063-98.0% | $4,960-97.6% | $10,886-98.9% |