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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 | $102,763 | $162,821-36.9% | $133,978-23.3% | $158,982-35.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.32% | 41.95%-20.6pp | 45.10%-23.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,584 | $4,976-68.2% | $3,919-59.6% | $4,763-66.7% |
| Participant deferral / active EE | $3,543 | $5,910-40.1% | $5,047-29.8% | $5,983-40.8% |
| Admin fee / account holder | $2 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |