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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 | $69,625 | $99,652-30.1% | $78,778-11.6% | $147,586-52.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.01% | 47.28%-29.3pp | 35.62%-17.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,933 | $2,796-30.9% | $1,986-2.7% | $4,876-60.4% |
| Participant deferral / active EE | $2,683 | $3,664-26.8% | $2,958-9.3% | $5,439-50.7% |
| Admin fee / account holder | $181 | $7,155-97.5% | $5,134-96.5% | $10,886-98.3% |