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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 | $43,448 | $98,776-56.0% | $149,745-71.0% | $79,856-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.00% | 27.38%-5.4pp | 276.72%-254.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $3,398 | $3,217+5.6% | $4,646-26.9% | $2,471+37.5% |
| Participant deferral / active EE | $4,435 | $5,681-21.9% | $6,843-35.2% | $3,741+18.6% |
| Admin fee / account holder | $42 | $6,053-99.3% | $9,312-99.6% | $5,306-99.2% |