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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 | $51,045 | $110,278-53.7% | $95,740-46.7% | $139,466-63.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.00% | 27.19%-5.2pp | 28.41%-6.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $10,649 | $3,260+226.6% | $2,836+275.5% | $4,754+124.0% |
| Participant deferral / active EE | $6,580 | $4,674+40.8% | $4,244+55.1% | $6,712-2.0% |
| Admin fee / account holder | $180 | $6,613-97.3% | $5,676-96.8% | $11,409-98.4% |