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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 | $43,172 | $110,337-60.9% | $102,383-57.8% | $145,877-70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 24.83%-8.0pp | 24.94%-8.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,225 | $4,216-47.2% | $3,870-42.5% | $4,663-52.3% |
| Participant deferral / active EE | $11,475 | $5,621+104.2% | $5,060+126.8% | $6,691+71.5% |
| Admin fee / account holder | $195 | $9,750-98.0% | $8,391-97.7% | $13,402-98.5% |