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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 | $55,736 | $77,920-28.5% | $149,723-62.8% | $75,177-25.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.82% | 31.72%-14.9pp | 134.50%-117.7pp | 160.75%-143.9pp |
| Employer contribution / active EE | $3,188 | $3,138+1.6% | $4,821-33.9% | $2,671+19.3% |
| Participant deferral / active EE | $3,993 | $3,411+17.1% | $5,682-29.7% | $4,126-3.2% |
| Admin fee / account holder | $193 | $5,951-96.8% | $13,215-98.5% | $5,651-96.6% |