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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 | $34,226 | $47,479-27.9% | $62,929-45.6% | $82,448-58.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 18.84% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,139 | $1,885+66.5% | $2,505+25.3% | $2,551+23.0% |
| Participant deferral / active EE | $3,149 | $2,870+9.7% | $3,888-19.0% | $4,139-23.9% |
| Admin fee / account holder | $267 | $3,804-93.0% | $5,065-94.7% | $7,234-96.3% |