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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 | $67,940 | $76,312-11.0% | $67,221+1.1% | $158,950-57.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.72% | 22.77%-6.0pp | 20.72%-4.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,776 | $4,476-60.3% | $3,723-52.3% | $4,762-62.7% |
| Participant deferral / active EE | $3,551 | $5,264-32.5% | $4,384-19.0% | $5,983-40.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,248-100.0% |