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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 | $77,402 | $99,053-21.9% | $88,179-12.2% | $138,895-44.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.85% | 78.17%-57.3pp | 64.97%-44.1pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,183 | $2,882-59.0% | $2,549-53.6% | $4,194-71.8% |
| Participant deferral / active EE | $14,769 | $5,225+182.6% | $4,614+220.1% | $6,396+130.9% |
| Admin fee / account holder | $3 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |