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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 | $88,255 | $103,387-14.6% | $87,102+1.3% | $152,885-42.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.66% | 28.10%-9.4pp | 28.19%-9.5pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,828 | $3,221-43.2% | $2,521-27.5% | $4,763-61.6% |
| Participant deferral / active EE | $3,321 | $4,778-30.5% | $4,048-18.0% | $5,851-43.2% |
| Admin fee / account holder | $28 | $12,193-99.8% | $7,491-99.6% | $11,598-99.8% |