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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 | $81,984 | $104,694-21.7% | $85,709-4.3% | $167,536-51.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.39% | 21.45%-5.1pp | 21.49%-5.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,343 | $3,337-59.8% | $2,619-48.7% | $4,839-72.2% |
| Participant deferral / active EE | $9,753 | $4,826+102.1% | $3,924+148.6% | $6,342+53.8% |
| Admin fee / account holder | $19 | $10,035-99.8% | $6,876-99.7% | $12,315-99.8% |