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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 | $48,413 | $132,634-63.5% | $115,768-58.2% | $137,256-64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.40% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,185 | $3,360-64.7% | $2,940-59.7% | $4,156-71.5% |
| Participant deferral / active EE | $2,963 | $5,619-47.3% | $4,917-39.7% | $6,407-53.8% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |