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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 | $52,006 | $100,901-48.5% | $75,501-31.1% | $147,586-64.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 10.68% | 35.78%-25.1pp | 27.35%-16.7pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,118 | $3,253-34.9% | $2,352-9.9% | $4,876-56.6% |
| Participant deferral / active EE | $3,024 | $4,027-24.9% | $3,142-3.8% | $5,439-44.4% |
| Admin fee / account holder | $41 | $11,285-99.6% | $5,801-99.3% | $10,886-99.6% |