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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 | $84,116 | $106,247-20.8% | $96,515-12.8% | $139,466-39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.03% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,716 | $4,106-58.2% | $3,740-54.1% | $4,754-63.9% |
| Participant deferral / active EE | $6,933 | $5,456+27.1% | $4,880+42.1% | $6,712+3.3% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |