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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 | $147,556-42.7% | $129,031-34.4% | $198,609-57.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.41% | 37.41%-19.0pp | 34.67%-16.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,952 | $3,645-46.5% | $3,226-39.5% | $5,055-61.4% |
| Participant deferral / active EE | $12,449 | $5,760+116.1% | $5,217+138.6% | $6,977+78.4% |
| Admin fee / account holder | $66 | $15,467-99.6% | $13,208-99.5% | $19,030-99.7% |