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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 | $78,553 | $110,379-28.8% | $102,412-23.3% | $145,884-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.56% | 24.84%-7.3pp | 24.94%-7.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,462 | $4,216-41.6% | $3,870-36.4% | $4,662-47.2% |
| Participant deferral / active EE | $3,436 | $5,622-38.9% | $5,060-32.1% | $6,690-48.6% |
| Admin fee / account holder | $40 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |