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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 | $37,090 | $112,933-67.2% | $90,970-59.2% | $158,982-76.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.96% | 215.82%-202.9pp | 134.60%-121.6pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,564 | $2,893-46.0% | $2,122-26.3% | $4,763-67.2% |
| Participant deferral / active EE | $1,564 | $4,128-62.1% | $3,373-53.6% | $5,983-73.9% |
| Admin fee / account holder | -$32 | $8,047-100.4% | $5,961-100.5% | $11,252-100.3% |