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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 | $70,074 | $91,559-23.5% | $133,971-47.7% | $79,852-12.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.19% | 61.85%-47.7pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,683 | $2,384-29.4% | $3,919-57.1% | $2,471-31.9% |
| Participant deferral / active EE | $2,033 | $3,734-45.6% | $5,047-59.7% | $3,740-45.7% |
| Admin fee / account holder | $130 | $6,321-97.9% | $8,929-98.5% | $5,306-97.5% |