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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 | $48,818 | $101,063-51.7% | $81,473-40.1% | $147,586-66.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.54% | 32.41%-14.9pp | 38.78%-21.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,160 | $3,206+29.8% | $2,568+62.0% | $4,876-14.7% |
| Participant deferral / active EE | $4,726 | $4,242+11.4% | $3,537+33.6% | $5,439-13.1% |
| Admin fee / account holder | $151 | $5,812-97.4% | $4,561-96.7% | $10,886-98.6% |