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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 | $76,696 | $90,509-15.3% | $78,693-2.5% | $273,968-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.45% | 75.61%-62.2pp | 62.18%-48.7pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,806 | $3,175-43.1% | $2,850-36.6% | $4,869-62.9% |
| Participant deferral / active EE | $2,768 | $3,901-29.0% | $3,517-21.3% | $5,287-47.6% |
| Admin fee / account holder | $12 | $5,264-99.8% | $4,511-99.7% | $10,132-99.9% |