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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 | $82,694 | $139,948-40.9% | $121,663-32.0% | $154,746-46.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.10% | 230.52%-212.4pp | 147.54%-129.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,416 | $3,521-59.8% | $3,020-53.1% | $4,379-67.7% |
| Participant deferral / active EE | $13,416 | $5,629+138.3% | $4,887+174.5% | $6,730+99.3% |
| Admin fee / account holder | $11 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |