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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 | $44,384 | $90,486-50.9% | $78,676-43.6% | $273,972-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.08% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,416 | $3,175-23.9% | $2,850-15.2% | $4,869-50.4% |
| Participant deferral / active EE | $2,014 | $3,901-48.4% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |