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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 | $50,680 | $110,410-54.1% | $102,437-50.5% | $145,897-65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.85% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,155 | $4,217-48.9% | $3,871-44.3% | $4,663-53.8% |
| Participant deferral / active EE | $7,584 | $5,622+34.9% | $5,060+49.9% | $6,689+13.4% |
| Admin fee / account holder | $233 | $9,745-97.6% | $8,388-97.2% | $13,390-98.3% |