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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 | $47,548 | $114,013-58.3% | $103,693-54.1% | $155,188-69.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.25% | 49.31%-28.1pp | 47.61%-26.4pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,211 | $3,131-29.4% | $2,920-24.3% | $4,248-48.0% |
| Participant deferral / active EE | $6,350 | $4,970+27.8% | $4,579+38.7% | $6,531-2.8% |
| Admin fee / account holder | $258 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |