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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 | $117,859-55.3% | $102,438-48.6% | $145,959-63.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 31.72%-17.1pp | 29.37%-14.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $5,633 | $3,615+55.8% | $3,024+86.3% | $4,661+20.9% |
| Participant deferral / active EE | $2,817 | $5,732-50.9% | $5,054-44.3% | $6,689-57.9% |
| Admin fee / account holder | $210 | $13,318-98.4% | $9,448-97.8% | $13,398-98.4% |