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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 | $50,950 | $84,236-39.5% | $170,435-70.1% | $70,126-27.3% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 23.05% | 23.06%0pp | 205.94%-182.9pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,215 | $3,387-64.1% | $5,432-77.6% | $2,343-48.1% |
| Participant deferral / active EE | $2,861 | $3,086-7.3% | $4,939-42.1% | $3,332-14.1% |
| Admin fee / account holder | $139 | $5,698-97.6% | $13,881-99.0% | $4,645-97.0% |