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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 | $46,044 | $112,935-59.2% | $90,970-49.4% | $158,966-71.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.85% | 215.79%-197.9pp | 134.58%-116.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,927 | $2,895-33.4% | $2,122-9.2% | $4,762-59.5% |
| Participant deferral / active EE | $8,944 | $4,129+116.6% | $3,373+165.1% | $5,983+49.5% |
| Admin fee / account holder | $287 | $8,045-96.4% | $5,960-95.2% | $11,250-97.5% |