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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 | $109,762 | $176,786-37.9% | $146,643-25.1% | $167,536-34.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.03% | 24.04%-13.0pp | 22.75%-11.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,053 | $5,161-60.2% | $4,137-50.4% | $4,839-57.6% |
| Participant deferral / active EE | $9,056 | $6,440+40.6% | $5,506+64.5% | $6,342+42.8% |
| Admin fee / account holder | $27 | $13,262-99.8% | $10,280-99.7% | $12,315-99.8% |