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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 | $69,555 | $162,821-57.3% | $133,978-48.1% | $158,982-56.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.82% | 41.95%-28.1pp | 45.10%-31.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,338 | $4,976-73.1% | $3,919-65.9% | $4,763-71.9% |
| Participant deferral / active EE | $10,296 | $5,910+74.2% | $5,047+104.0% | $5,983+72.1% |
| Admin fee / account holder | $73 | $11,742-99.4% | $8,930-99.2% | $11,252-99.3% |