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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 | $31,870 | $131,829-75.8% | $108,579-70.6% | $273,968-88.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.24% | -91.57%+105.8pp | -51.70%+65.9pp | 41.45%-27.2pp |
| Employer contribution / active EE | $4,577 | $4,912-6.8% | $3,758+21.8% | $4,869-6.0% |
| Participant deferral / active EE | $10,185 | $5,127+98.6% | $4,311+136.3% | $5,287+92.6% |
| Admin fee / account holder | $194 | $10,252-98.1% | $7,645-97.5% | $10,132-98.1% |