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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 | $71,010 | $108,882-34.8% | $96,754-26.6% | $154,746-54.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 15.38% | 98.39%-83.0pp | 82.04%-66.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,419 | $3,018-53.0% | $2,679-47.1% | $4,379-67.6% |
| Participant deferral / active EE | $5,187 | $5,323-2.5% | $4,758+9.0% | $6,730-22.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |