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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 | $51,636 | $113,338-54.4% | $94,993-45.6% | $147,586-65.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 20.80%-12.3pp | 27.14%-18.7pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,382 | $3,160-56.3% | $2,603-46.9% | $4,876-71.7% |
| Participant deferral / active EE | $1,467 | $3,777-61.2% | $3,317-55.8% | $5,439-73.0% |
| Admin fee / account holder | $151 | $6,063-97.5% | $4,960-97.0% | $10,886-98.6% |