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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 | $39,581 | $91,179-56.6% | $178,499-77.8% | $79,852-50.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.97% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $3,920 | $3,256+20.4% | $5,011-21.8% | $2,471+58.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $225 | $6,749-96.7% | $13,986-98.4% | $5,306-95.8% |