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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 | $49,399 | $127,779-61.3% | $106,551-53.6% | $167,518-70.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.41% | 33.87%-20.5pp | 26.80%-13.4pp | 478.71%-465.3pp |
| Employer contribution / active EE | $3,396 | $3,427-0.9% | $2,819+20.5% | $4,838-29.8% |
| Participant deferral / active EE | $3,451 | $5,088-32.2% | $4,398-21.5% | $6,342-45.6% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |