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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 | $56,564 | $110,410-48.8% | $102,437-44.8% | $145,897-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,754 | $4,217-11.0% | $3,871-3.0% | $4,663-19.5% |
| Participant deferral / active EE | $9,337 | $5,622+66.1% | $5,060+84.5% | $6,689+39.6% |
| Admin fee / account holder | $219 | $9,745-97.8% | $8,388-97.4% | $13,390-98.4% |