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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 | $96,917 | $103,392-6.3% | $87,104+11.3% | $152,897-36.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.58% | 28.10%-4.5pp | 28.19%-4.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,318 | $3,221-59.1% | $2,521-47.7% | $4,764-72.3% |
| Participant deferral / active EE | $3,685 | $4,778-22.9% | $4,048-9.0% | $5,851-37.0% |
| Admin fee / account holder | $42 | $12,194-99.7% | $7,491-99.4% | $11,599-99.6% |