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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 | $33,724 | $100,147-66.3% | $81,286-58.5% | $145,877-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 34.44%-22.5pp | 24.80%-12.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,248 | $2,977-58.1% | $2,463-49.3% | $4,663-73.2% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |