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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 | $54,502 | $165,939-67.2% | $122,354-55.5% | $147,586-63.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 16.44% | 34.56%-18.1pp | 30.28%-13.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,160 | $5,754-62.5% | $4,051-46.7% | $4,876-55.7% |
| Participant deferral / active EE | $3,768 | $4,005-5.9% | $3,287+14.6% | $5,439-30.7% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |