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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 | $48,243 | $117,829-59.1% | $102,423-52.9% | $145,877-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,552 | $3,615-1.7% | $3,023+17.5% | $4,663-23.8% |
| Participant deferral / active EE | $5,335 | $5,732-6.9% | $5,054+5.6% | $6,691-20.3% |
| Admin fee / account holder | $236 | $13,335-98.2% | $9,455-97.5% | $13,402-98.2% |