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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 | $72,912 | $77,901-6.4% | $149,717-51.3% | $75,181-3.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.08% | 31.73%-13.6pp | 134.41%-116.3pp | 160.69%-142.6pp |
| Employer contribution / active EE | $1,584 | $3,137-49.5% | $4,820-67.1% | $2,671-40.7% |
| Participant deferral / active EE | $2,958 | $3,411-13.3% | $5,682-47.9% | $4,126-28.3% |
| Admin fee / account holder | $1 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |