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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 | $59,866 | $117,895-49.2% | $102,460-41.6% | $145,897-59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.82% | 31.92%-19.1pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $5,390 | $3,619+48.9% | $3,025+78.2% | $4,663+15.6% |
| Participant deferral / active EE | $16,958 | $5,736+195.6% | $5,056+235.4% | $6,689+153.5% |
| Admin fee / account holder | $153 | $13,353-98.9% | $9,460-98.4% | $13,390-98.9% |