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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 | $47,759 | $111,814-57.3% | $103,378-53.8% | $145,978-67.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,415 | $4,215-66.4% | $3,870-63.4% | $4,662-69.6% |
| Participant deferral / active EE | $8,427 | $5,618+50.0% | $5,058+66.6% | $6,690+26.0% |
| Admin fee / account holder | $60 | $9,764-99.4% | $8,401-99.3% | $13,400-99.6% |