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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 | $47,953 | $53,128-9.7% | $86,582-44.6% | $70,126-31.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.69% | 27.66%-9.0pp | 965.08%-946.4pp | 73.15%-54.5pp |
| Employer contribution / active EE | $647 | $2,068-68.7% | $2,839-77.2% | $2,343-72.4% |
| Participant deferral / active EE | $4,114 | $2,695+52.7% | $3,609+14.0% | $3,332+23.5% |
| Admin fee / account holder | $7 | $3,584-99.8% | $4,904-99.9% | $4,645-99.9% |