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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 | $68,322 | $105,158-35.0% | $94,672-27.8% | $139,487-51.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 38.11%-16.6pp | 156.89%-135.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,788 | $4,107-56.5% | $3,673-51.3% | $4,755-62.4% |
| Participant deferral / active EE | $6,688 | $7,599-12.0% | $7,417-9.8% | $6,713-0.4% |
| Admin fee / account holder | $29 | $8,972-99.7% | $7,222-99.6% | $11,407-99.7% |