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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 | $42,389 | $48,053-11.8% | $84,628-49.9% | $72,975-41.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 18.18% | 37.39%-19.2pp | 258.80%-240.6pp | 81.01%-62.8pp |
| Employer contribution / active EE | $3,991 | $1,602+149.1% | $2,653+50.4% | $2,440+63.6% |
| Participant deferral / active EE | $1,527 | $2,681-43.0% | $3,900-60.8% | $3,608-57.7% |
| Admin fee / account holder | $101 | $3,395-97.0% | $4,914-97.9% | $5,124-98.0% |