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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 | $34,172 | $61,660-44.6% | $80,022-57.3% | $64,173-46.8% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.8pp | 69.6%+28.0pp |
| Annual return | 531.98% | -0.33%+532.3pp | 11.22%+520.8pp | 7.63%+524.3pp |
| Employer contribution / active EE | $1,190 | $1,810-34.2% | $2,468-51.8% | $2,381-50.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $118 | $5,417-97.8% | $6,521-98.2% | $4,887-97.6% |