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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 | $51,954 | $98,240-47.1% | $82,312-36.9% | $147,586-64.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.71% | 30.85%-13.1pp | 25.88%-8.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,856 | $3,192-10.5% | $2,428+17.6% | $4,876-41.4% |
| Participant deferral / active EE | $6,301 | $4,383+43.7% | $3,706+70.0% | $5,439+15.8% |
| Admin fee / account holder | $244 | $8,563-97.1% | $5,608-95.6% | $10,886-97.8% |