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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 | $59,486 | $176,402-66.3% | $134,162-55.7% | $158,982-62.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.88% | 63.66%-54.8pp | 36.35%-27.5pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,809 | $5,042-64.1% | $3,705-51.2% | $4,763-62.0% |
| Participant deferral / active EE | $2,482 | $4,093-39.3% | $3,500-29.1% | $5,983-58.5% |
| Admin fee / account holder | $117 | $8,719-98.7% | $6,685-98.2% | $11,252-99.0% |