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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 | $47,248 | $111,301-57.5% | $112,977-58.2% | $158,982-70.3% |
| Participation rate | 70.0% | 83.5%-13.5pp | 82.6%-12.6pp | 82.0%-12.0pp |
| Annual return | 16.85% | 26.40%-9.6pp | 24.24%-7.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,132 | $4,471-52.3% | $4,255-49.9% | $4,763-55.2% |
| Participant deferral / active EE | $5,501 | $5,880-6.4% | $5,836-5.7% | $5,983-8.1% |
| Admin fee / account holder | $200 | $8,392-97.6% | $6,294-96.8% | $11,252-98.2% |