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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 | $75,471 | $105,856-28.7% | $90,161-16.3% | $147,586-48.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.94% | 37.63%-18.7pp | 34.89%-15.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,387 | $4,126-66.4% | $3,318-58.2% | $4,876-71.6% |
| Participant deferral / active EE | $5,120 | $5,733-10.7% | $5,287-3.2% | $5,439-5.9% |
| Admin fee / account holder | $88 | $8,046-98.9% | $5,943-98.5% | $10,886-99.2% |