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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 | $84,580 | $108,882-22.3% | $96,754-12.6% | $154,746-45.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.41% | 98.39%-80.0pp | 82.04%-63.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,952 | $3,018-35.3% | $2,679-27.2% | $4,379-55.4% |
| Participant deferral / active EE | $12,449 | $5,323+133.9% | $4,758+161.6% | $6,730+85.0% |
| Admin fee / account holder | $66 | $10,200-99.4% | $8,905-99.3% | $14,365-99.5% |