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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 | $51,277 | $176,402-70.9% | $134,162-61.8% | $158,966-67.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.91% | 63.66%-49.7pp | 36.35%-22.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,411 | $5,042-72.0% | $3,705-61.9% | $4,762-70.4% |
| Participant deferral / active EE | $2,595 | $4,093-36.6% | $3,500-25.9% | $5,983-56.6% |
| Admin fee / account holder | $164 | $8,719-98.1% | $6,685-97.6% | $11,250-98.5% |