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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 | $55,281 | $116,203-52.4% | $93,621-41.0% | $152,897-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.22% | 35.96%-15.7pp | 32.76%-12.5pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,251 | $3,219-30.1% | $2,719-17.2% | $4,764-52.8% |
| Participant deferral / active EE | $2,291 | $4,605-50.2% | $4,070-43.7% | $5,851-60.8% |
| Admin fee / account holder | $267 | $10,751-97.5% | $7,890-96.6% | $11,599-97.7% |