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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 | $69,172 | $118,877-41.8% | $96,570-28.4% | $167,536-58.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.55% | 50.50%-37.0pp | 37.79%-24.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,870 | $3,121-40.1% | $2,357-20.7% | $4,839-61.4% |
| Participant deferral / active EE | $8,411 | $4,617+82.2% | $3,849+118.5% | $6,342+32.6% |
| Admin fee / account holder | $77 | $8,069-99.1% | $6,182-98.8% | $12,315-99.4% |