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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 | $98,236 | $755,339-87.0% | $379,746-74.1% | $158,966-38.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 16.55% | 53.41%-36.9pp | 34.90%-18.4pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,783 | $4,685-61.9% | $3,540-49.6% | $4,762-62.6% |
| Participant deferral / active EE | $5,470 | $7,938-31.1% | $6,024-9.2% | $5,983-8.6% |
| Admin fee / account holder | $208 | $14,482-98.6% | $7,927-97.4% | $11,250-98.1% |