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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 | $31,370 | $105,960-70.4% | $81,726-61.6% | $158,982-80.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.30% | 38.19%-29.9pp | 29.49%-21.2pp | 302.99%-294.7pp |
| Employer contribution / active EE | $1,396 | $7,805-82.1% | $4,311-67.6% | $4,763-70.7% |
| Participant deferral / active EE | $2,073 | $13,011-84.1% | $7,108-70.8% | $5,983-65.3% |
| Admin fee / account holder | $283 | $8,494-96.7% | $5,160-94.5% | $11,252-97.5% |