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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 | $54,795 | $102,638-46.6% | $81,991-33.2% | $158,966-65.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.75% | 61.05%-41.3pp | 41.31%-21.6pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,691 | $3,241-47.8% | $2,498-32.3% | $4,762-64.5% |
| Participant deferral / active EE | $8,778 | $4,649+88.8% | $3,722+135.8% | $5,983+46.7% |
| Admin fee / account holder | $19 | $8,237-99.8% | $5,665-99.7% | $11,250-99.8% |