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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 | $48,926 | $77,419-36.8% | $69,461-29.6% | $152,885-68.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.36% | 39.07%-32.7pp | 28.97%-22.6pp | 345.39%-339.0pp |
| Employer contribution / active EE | $2,191 | $3,315-33.9% | $2,779-21.2% | $4,763-54.0% |
| Participant deferral / active EE | $2,191 | $4,414-50.4% | $3,536-38.0% | $5,851-62.6% |
| Admin fee / account holder | $214 | $6,207-96.5% | $3,840-94.4% | $11,598-98.2% |