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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 | $97,125-40.7% | $86,233-33.2% | $137,256-58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.21% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,573 | $2,841-44.6% | $2,504-37.2% | $4,156-62.1% |
| Participant deferral / active EE | $5,266 | $5,180+1.7% | $4,559+15.5% | $6,407-17.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |