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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 | $81,216 | $99,652-18.5% | $78,778+3.1% | $147,586-45.0% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 17.00% | 47.28%-30.3pp | 35.62%-18.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,386 | $2,796-50.4% | $1,986-30.2% | $4,876-71.6% |
| Participant deferral / active EE | $2,747 | $3,664-25.0% | $2,958-7.2% | $5,439-49.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |