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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 | $89,496 | $142,426-37.2% | $115,167-22.3% | $152,909-41.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.99% | 41.48%-24.5pp | 35.60%-18.6pp | 345.46%-328.5pp |
| Employer contribution / active EE | $849 | $4,011-78.8% | $3,179-73.3% | $4,764-82.2% |
| Participant deferral / active EE | $3,228 | $5,165-37.5% | $4,169-22.6% | $5,851-44.8% |
| Admin fee / account holder | $210 | $8,464-97.5% | $7,089-97.0% | $11,601-98.2% |