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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 | $73,466 | $95,406-23.0% | $185,849-60.5% | $85,847-14.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.27% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $3,111 | $3,314-6.1% | $5,169-39.8% | $2,565+21.3% |
| Participant deferral / active EE | $5,495 | $3,424+60.5% | $5,569-1.3% | $3,952+39.0% |
| Admin fee / account holder | $185 | $7,214-97.4% | $16,244-98.9% | $6,261-97.1% |