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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 | $27,600 | $93,346-70.4% | $71,796-61.6% | $273,972-89.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 83.0%+1.6pp |
| Annual return | 7.38% | 130.39%-123.0pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,307 | $2,733-52.2% | $1,924-32.1% | $4,869-73.1% |
| Participant deferral / active EE | $3,176 | $3,475-8.6% | $2,794+13.7% | $5,287-39.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |