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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 | $93,044 | $142,430-34.7% | $115,170-19.2% | $152,897-39.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 19.41% | 41.48%-22.1pp | 35.60%-16.2pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,301 | $4,011-67.6% | $3,179-59.1% | $4,764-72.7% |
| Participant deferral / active EE | $13,043 | $5,165+152.5% | $4,169+212.9% | $5,851+122.9% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |