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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 | $58,261 | $103,393-43.7% | $87,103-33.1% | $152,909-61.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.56% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $4,228 | $3,221+31.3% | $2,521+67.7% | $4,764-11.2% |
| Participant deferral / active EE | $3,887 | $4,778-18.7% | $4,049-4.0% | $5,851-33.6% |
| Admin fee / account holder | $257 | $12,195-97.9% | $7,491-96.6% | $11,601-97.8% |