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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 | $54,828 | $112,935-51.5% | $90,970-39.7% | $158,966-65.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.28% | 215.79%-201.5pp | 134.58%-120.3pp | 302.95%-288.7pp |
| Employer contribution / active EE | $982 | $2,895-66.1% | $2,122-53.7% | $4,762-79.4% |
| Participant deferral / active EE | $2,365 | $4,129-42.7% | $3,373-29.9% | $5,983-60.5% |
| Admin fee / account holder | $240 | $8,045-97.0% | $5,960-96.0% | $11,250-97.9% |