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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 | $36,258 | $72,404-49.9% | $110,243-67.1% | $64,173-43.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.97% | -6.29%+23.3pp | 314.76%-297.8pp | 7.63%+9.3pp |
| Employer contribution / active EE | $3,364 | $2,282+47.4% | $3,827-12.1% | $2,381+41.3% |
| Participant deferral / active EE | $2,009 | $3,469-42.1% | $4,672-57.0% | $3,470-42.1% |
| Admin fee / account holder | $162 | $5,664-97.1% | $8,548-98.1% | $4,887-96.7% |