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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 | $68,350 | $101,063-32.4% | $81,473-16.1% | $147,586-53.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.71% | 32.41%-16.7pp | 38.78%-23.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $704 | $3,206-78.0% | $2,568-72.6% | $4,876-85.6% |
| Participant deferral / active EE | $9,923 | $4,242+133.9% | $3,537+180.5% | $5,439+82.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |