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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 | $81,723 | $111,785-26.9% | $93,669-12.8% | $145,877-44.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.24% | 203.79%-192.5pp | 133.59%-122.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $954 | $3,096-69.2% | $2,424-60.6% | $4,663-79.5% |
| Participant deferral / active EE | $2,356 | $4,919-52.1% | $4,416-46.7% | $6,691-64.8% |
| Admin fee / account holder | $157 | $10,256-98.5% | $8,291-98.1% | $13,402-98.8% |