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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 | $52,343 | $106,280-50.7% | $96,538-45.8% | $139,487-62.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.41% | 38.48%-18.1pp | 35.74%-15.3pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,839 | $4,107-30.9% | $3,740-24.1% | $4,755-40.3% |
| Participant deferral / active EE | $8,225 | $5,457+50.7% | $4,880+68.5% | $6,713+22.5% |
| Admin fee / account holder | $217 | $7,888-97.2% | $6,737-96.8% | $11,407-98.1% |