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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 | $54,866 | $98,760-44.4% | $149,715-63.4% | $79,858-31.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.72% | 27.43%-5.7pp | 276.66%-254.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $4,441 | $3,217+38.1% | $4,645-4.4% | $2,471+79.7% |
| Participant deferral / active EE | $5,803 | $5,681+2.1% | $6,842-15.2% | $3,740+55.1% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |