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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 | $39,269 | $103,392-62.0% | $87,104-54.9% | $152,897-74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.01% | 28.10%-14.1pp | 28.19%-14.2pp | 345.43%-331.4pp |
| Employer contribution / active EE | $8,333 | $3,221+158.7% | $2,521+230.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $12,194-99.5% | $7,491-99.1% | $11,599-99.4% |