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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 | $67,965 | $93,346-27.2% | $71,796-5.3% | $273,972-75.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.13% | 130.39%-118.3pp | 78.04%-65.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,265 | $2,733-53.7% | $1,924-34.3% | $4,869-74.0% |
| Participant deferral / active EE | $2,063 | $3,475-40.6% | $2,794-26.2% | $5,287-61.0% |
| Admin fee / account holder | $297 | $6,571-95.5% | $4,815-93.8% | $10,133-97.1% |