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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 | $132,099-37.4% | $115,599-28.5% | $138,895-40.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.10% | 176.76%-158.7pp | 111.10%-93.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,416 | $3,416-58.6% | $2,955-52.1% | $4,194-66.3% |
| Participant deferral / active EE | $13,416 | $5,617+138.9% | $4,889+174.4% | $6,396+109.8% |
| Admin fee / account holder | $11 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |