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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 | $99,053-14.6% | $88,179-4.1% | $138,895-39.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.41% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,952 | $2,882-32.3% | $2,549-23.5% | $4,194-53.5% |
| Participant deferral / active EE | $12,449 | $5,225+138.2% | $4,614+169.8% | $6,396+94.6% |
| Admin fee / account holder | $66 | $8,748-99.2% | $7,673-99.1% | $12,562-99.5% |