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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 | $70,618 | $110,379-36.0% | $102,412-31.0% | $145,884-51.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,581 | $4,216-62.5% | $3,870-59.2% | $4,662-66.1% |
| Participant deferral / active EE | $12,182 | $5,622+116.7% | $5,060+140.7% | $6,690+82.1% |
| Admin fee / account holder | $65 | $9,745-99.3% | $8,388-99.2% | $13,392-99.5% |