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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 | $67,042 | $152,619-56.1% | $125,195-46.5% | $152,909-56.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.73% | 54.85%-40.1pp | 43.79%-29.1pp | 345.46%-330.7pp |
| Employer contribution / active EE | $976 | $4,947-80.3% | $3,866-74.7% | $4,764-79.5% |
| Participant deferral / active EE | $11,000 | $5,869+87.4% | $4,937+122.8% | $5,851+88.0% |
| Admin fee / account holder | $217 | $13,437-98.4% | $9,704-97.8% | $11,601-98.1% |