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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 | $52,676 | $117,895-55.3% | $102,460-48.6% | $145,897-63.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $5,633 | $3,619+55.7% | $3,025+86.2% | $4,663+20.8% |
| Participant deferral / active EE | $2,817 | $5,736-50.9% | $5,056-44.3% | $6,689-57.9% |
| Admin fee / account holder | $210 | $13,353-98.4% | $9,460-97.8% | $13,390-98.4% |