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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 | $50,275 | $124,314-59.6% | $109,163-53.9% | $167,518-70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.21% | 26.04%-12.8pp | 25.75%-12.5pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,180 | $4,209-72.0% | $3,723-68.3% | $4,838-75.6% |
| Participant deferral / active EE | $6,559 | $5,256+24.8% | $4,654+40.9% | $6,342+3.4% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |