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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 | $56,551 | $111,814-49.4% | $103,374-45.3% | $145,959-61.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,416 | $4,214-18.9% | $3,869-11.7% | $4,661-26.7% |
| Participant deferral / active EE | $5,474 | $5,618-2.6% | $5,058+8.2% | $6,689-18.2% |
| Admin fee / account holder | $242 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |