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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 | $49,071 | $117,846-58.4% | $102,434-52.1% | $145,884-66.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,000 | $3,615-17.0% | $3,023-0.8% | $4,662-35.7% |
| Participant deferral / active EE | $9,300 | $5,733+62.2% | $5,055+84.0% | $6,690+39.0% |
| Admin fee / account holder | $187 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |