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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 | $62,093 | $124,314-50.1% | $109,163-43.1% | $167,518-62.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,951 | $4,209-53.7% | $3,723-47.6% | $4,838-59.7% |
| Participant deferral / active EE | $11,651 | $5,256+121.6% | $4,654+150.3% | $6,342+83.7% |
| Admin fee / account holder | $10 | $7,973-99.9% | $6,754-99.8% | $12,312-99.9% |