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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 | $79,238 | $165,939-52.2% | $122,354-35.2% | $147,586-46.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.99% | 34.56%-24.6pp | 30.28%-20.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,105 | $5,754-80.8% | $4,051-72.7% | $4,876-77.3% |
| Participant deferral / active EE | $8,086 | $4,005+101.9% | $3,287+146.0% | $5,439+48.7% |
| Admin fee / account holder | $218 | $7,425-97.1% | $5,479-96.0% | $10,886-98.0% |