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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 | $70,662 | $116,203-39.2% | $93,621-24.5% | $152,909-53.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.08% | 35.96%-17.9pp | 32.76%-14.7pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,250 | $3,219-61.2% | $2,719-54.0% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47 | $10,751-99.6% | $7,890-99.4% | $11,601-99.6% |