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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 | $54,262 | $97,751-44.5% | $103,447-47.5% | $145,877-62.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 25.43%-12.3pp | 23.92%-10.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,464 | $4,684-26.1% | $4,678-26.0% | $4,663-25.7% |
| Participant deferral / active EE | $14,730 | $6,603+123.1% | $6,624+122.4% | $6,691+120.2% |
| Admin fee / account holder | $159 | $12,515-98.7% | $9,415-98.3% | $13,402-98.8% |