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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 | $40,754 | $77,920-47.7% | $149,723-72.8% | $75,177-45.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.07% | 31.72%-9.7pp | 134.50%-112.4pp | 160.75%-138.7pp |
| Employer contribution / active EE | $1,479 | $3,138-52.9% | $4,821-69.3% | $2,671-44.6% |
| Participant deferral / active EE | $5,550 | $3,411+62.7% | $5,682-2.3% | $4,126+34.5% |
| Admin fee / account holder | $226 | $5,951-96.2% | $13,215-98.3% | $5,651-96.0% |