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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 | $95,243 | $117,859-19.2% | $102,438-7.0% | $145,959-34.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 31.72%-22.1pp | 29.37%-19.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $916 | $3,615-74.7% | $3,024-69.7% | $4,661-80.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28 | $13,318-99.8% | $9,448-99.7% | $13,398-99.8% |