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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 | $38,086 | $85,766-55.6% | $136,298-72.1% | $70,126-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.93% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,489 | $2,966-49.8% | $4,696-68.3% | $2,343-36.4% |
| Participant deferral / active EE | $2,379 | $5,051-52.9% | $6,247-61.9% | $3,332-28.6% |
| Admin fee / account holder | $107 | $5,421-98.0% | $9,244-98.8% | $4,645-97.7% |