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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 | $112,078 | $232,540-51.8% | $185,117-39.5% | $147,586-24.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.12% | 43.03%-25.9pp | 40.50%-23.4pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,579 | $5,195-69.6% | $4,182-62.3% | $4,876-67.6% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $9 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |