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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 | $69,586 | $112,933-38.4% | $90,970-23.5% | $158,982-56.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.54% | 215.82%-199.3pp | 134.60%-118.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,514 | $2,893-47.7% | $2,122-28.7% | $4,763-68.2% |
| Participant deferral / active EE | $3,240 | $4,128-21.5% | $3,373-3.9% | $5,983-45.9% |
| Admin fee / account holder | $34 | $8,047-99.6% | $5,961-99.4% | $11,252-99.7% |