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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 | $79,564 | $99,652-20.2% | $78,778+1.0% | $147,586-46.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.14% | 47.28%-28.1pp | 35.62%-16.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,253 | $2,796-55.2% | $1,986-36.9% | $4,876-74.3% |
| Participant deferral / active EE | $4,887 | $3,664+33.4% | $2,958+65.2% | $5,439-10.1% |
| Admin fee / account holder | $11 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |