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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 | $49,256 | $162,529-69.7% | $130,788-62.3% | $154,746-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.09% | 510.48%-486.4pp | 386.44%-362.3pp | 172.34%-148.2pp |
| Employer contribution / active EE | $2,286 | $4,447-48.6% | $3,558-35.7% | $4,379-47.8% |
| Participant deferral / active EE | $7,684 | $4,808+59.8% | $4,137+85.7% | $6,730+14.2% |
| Admin fee / account holder | $180 | $7,669-97.7% | $6,673-97.3% | $14,365-98.7% |