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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 | $60,168 | $116,203-48.2% | $93,621-35.7% | $152,909-60.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.57% | 35.96%-11.4pp | 32.76%-8.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,215 | $3,219-62.3% | $2,719-55.3% | $4,764-74.5% |
| Participant deferral / active EE | $2,620 | $4,605-43.1% | $4,070-35.6% | $5,851-55.2% |
| Admin fee / account holder | $120 | $10,751-98.9% | $7,890-98.5% | $11,601-99.0% |