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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 | $57,630 | $108,882-47.1% | $96,754-40.4% | $154,746-62.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.21% | 98.39%-83.2pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,573 | $3,018-47.9% | $2,679-41.3% | $4,379-64.1% |
| Participant deferral / active EE | $5,266 | $5,323-1.1% | $4,758+10.7% | $6,730-21.8% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |