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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 | $42,342 | $111,535-62.0% | $105,223-59.8% | $137,256-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.93% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,775 | $3,939-54.9% | $3,689-51.9% | $4,156-57.3% |
| Participant deferral / active EE | $5,834 | $5,500+6.1% | $5,072+15.0% | $6,407-8.9% |
| Admin fee / account holder | $161 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |