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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 | $51,184 | $105,856-51.6% | $90,161-43.2% | $147,586-65.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.05% | 37.63%-16.6pp | 34.89%-13.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $3,382 | $4,126-18.0% | $3,318+1.9% | $4,876-30.6% |
| Participant deferral / active EE | $9,936 | $5,733+73.3% | $5,287+87.9% | $5,439+82.7% |
| Admin fee / account holder | $296 | $8,046-96.3% | $5,943-95.0% | $10,886-97.3% |