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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 | $31,108 | $93,346-66.7% | $71,796-56.7% | $273,972-88.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.39% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,298 | $2,733-52.5% | $1,924-32.5% | $4,869-73.3% |
| Participant deferral / active EE | $2,188 | $3,475-37.1% | $2,794-21.7% | $5,287-58.6% |
| Admin fee / account holder | $275 | $6,571-95.8% | $4,815-94.3% | $10,133-97.3% |