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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 | $49,293 | $111,814-55.9% | $103,378-52.3% | $145,978-66.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $9,751 | $4,215+131.3% | $3,870+151.9% | $4,662+109.2% |
| Participant deferral / active EE | $3,909 | $5,618-30.4% | $5,058-22.7% | $6,690-41.6% |
| Admin fee / account holder | $281 | $9,764-97.1% | $8,401-96.7% | $13,400-97.9% |