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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 | $58,344 | $201,370-71.0% | $184,256-68.3% | $145,897-60.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.98% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,495 | $7,024-78.7% | $6,427-76.7% | $4,663-67.9% |
| Participant deferral / active EE | $4,975 | $9,808-49.3% | $9,133-45.5% | $6,689-25.6% |
| Admin fee / account holder | $153 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |