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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 | $55,173 | $106,247-48.1% | $96,515-42.8% | $139,466-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.36% | 38.47%-17.1pp | 35.73%-14.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,640 | $4,106-11.3% | $3,740-2.7% | $4,754-23.4% |
| Participant deferral / active EE | $10,707 | $5,456+96.3% | $4,880+119.4% | $6,712+59.5% |
| Admin fee / account holder | $173 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |