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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 | $57,655 | $211,239-72.7% | $178,528-67.7% | $145,877-60.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.60% | 30.22%-12.6pp | 27.11%-9.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,447 | $4,570-68.3% | $3,950-63.4% | $4,663-69.0% |
| Participant deferral / active EE | $13,855 | $6,963+99.0% | $6,278+120.7% | $6,691+107.1% |
| Admin fee / account holder | $38 | $12,095-99.7% | $10,419-99.6% | $13,402-99.7% |