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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 | $58,161 | $105,856-45.1% | $90,161-35.5% | $147,586-60.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.15% | 37.63%-18.5pp | 34.89%-15.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,039 | $4,126-26.3% | $3,318-8.4% | $4,876-37.7% |
| Participant deferral / active EE | $5,827 | $5,733+1.6% | $5,287+10.2% | $5,439+7.1% |
| Admin fee / account holder | $226 | $8,046-97.2% | $5,943-96.2% | $10,886-97.9% |