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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 | $94,766 | $115,810-18.2% | $101,271-6.4% | $158,966-40.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,851 | $4,175-55.7% | $3,660-49.4% | $4,762-61.1% |
| Participant deferral / active EE | $4,501 | $4,958-9.2% | $4,371+3.0% | $5,983-24.8% |
| Admin fee / account holder | $221 | $7,248-97.0% | $5,948-96.3% | $11,250-98.0% |