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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 | $49,035 | $157,276-68.8% | $141,177-65.3% | $152,885-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.37% | 64.33%-41.0pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $3,161 | $5,262-39.9% | $4,736-33.2% | $4,763-33.6% |
| Participant deferral / active EE | $6,992 | $7,110-1.7% | $6,710+4.2% | $5,851+19.5% |
| Admin fee / account holder | $299 | $12,123-97.5% | $10,263-97.1% | $11,598-97.4% |