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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 | $29,293 | $58,828-50.2% | $78,002-62.4% | $62,881-53.4% |
| Participation rate | 98.9% | 71.1%+27.8pp | 75.5%+23.4pp | 69.3%+29.6pp |
| Annual return | 16.22% | 17.16%-0.9pp | 425.99%-409.8pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,099 | $1,672-34.3% | $2,470-55.5% | $2,281-51.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $40 | $4,393-99.1% | $5,481-99.3% | $4,296-99.1% |