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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 | $65,926 | $111,830-41.0% | $93,696-29.6% | $145,884-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.60% | 204.08%-195.5pp | 133.74%-125.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,716 | $3,093-44.5% | $2,422-29.1% | $4,662-63.2% |
| Participant deferral / active EE | $9,438 | $4,920+91.8% | $4,417+113.7% | $6,690+41.1% |
| Admin fee / account holder | $265 | $10,249-97.4% | $8,287-96.8% | $13,392-98.0% |