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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 | $69,668 | $124,351-44.0% | $109,188-36.2% | $167,553-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.5pp | 25.76%-11.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,877 | $4,210-55.4% | $3,723-49.6% | $4,840-61.2% |
| Participant deferral / active EE | $6,885 | $5,257+31.0% | $4,654+47.9% | $6,343+8.5% |
| Admin fee / account holder | $34 | $7,975-99.6% | $6,755-99.5% | $12,316-99.7% |