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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 | $63,551 | $106,267-40.2% | $96,520-34.2% | $139,456-54.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 38.45%-20.4pp | 35.72%-17.6pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,791 | $4,105-56.4% | $3,739-52.1% | $4,753-62.3% |
| Participant deferral / active EE | $2,315 | $5,454-57.6% | $4,879-52.5% | $6,711-65.5% |
| Admin fee / account holder | $45 | $7,882-99.4% | $6,733-99.3% | $11,407-99.6% |