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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 | $49,652 | $103,008-51.8% | $90,304-45.0% | $152,897-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.76% | 95.22%-78.5pp | 78.13%-61.4pp | 345.43%-328.7pp |
| Employer contribution / active EE | $2,215 | $3,139-29.4% | $2,855-22.4% | $4,764-53.5% |
| Participant deferral / active EE | $7,070 | $4,281+65.1% | $3,885+82.0% | $5,851+20.8% |
| Admin fee / account holder | $36 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |