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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 | $63,260 | $91,198-30.6% | $178,503-64.6% | $79,856-20.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.13% | 24.20%-6.1pp | 151.12%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,696 | $3,257-17.2% | $5,011-46.2% | $2,471+9.1% |
| Participant deferral / active EE | $4,726 | $3,237+46.0% | $5,202-9.2% | $3,741+26.3% |
| Admin fee / account holder | $228 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |