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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 | $71,166 | $111,878-36.4% | $93,727-24.1% | $145,897-51.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 12.95% | 204.28%-191.3pp | 133.83%-120.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,001 | $3,092-67.6% | $2,421-58.6% | $4,663-78.5% |
| Participant deferral / active EE | $4,600 | $4,920-6.5% | $4,417+4.1% | $6,689-31.2% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |