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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 | $52,983 | $49,976+6.0% | $66,674-20.5% | $82,637-35.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 15.88% | 39.09%-23.2pp | 321.24%-305.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,719 | $1,988-13.6% | $2,620-34.4% | $2,552-32.7% |
| Participant deferral / active EE | $5,326 | $2,847+87.1% | $4,084+30.4% | $4,126+29.1% |
| Admin fee / account holder | $217 | $4,594-95.3% | $5,098-95.7% | $7,339-97.0% |