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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 | $54,312 | $96,965-44.0% | $97,995-44.6% | $147,585-63.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.82% | 24.11%-8.3pp | 23.94%-8.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $3,722 | $4,536-18.0% | $4,158-10.5% | $4,876-23.7% |
| Participant deferral / active EE | $2,588 | $5,081-49.1% | $5,097-49.2% | $5,439-52.4% |
| Admin fee / account holder | $9 | $8,120-99.9% | $5,943-99.8% | $10,885-99.9% |