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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 | $40,471 | $78,694-48.6% | $67,652-40.2% | $125,389-67.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 0.72% | 9.46%-8.7pp | 6625.40%-6624.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,464 | $3,044-51.9% | $2,266-35.4% | $4,866-69.9% |
| Participant deferral / active EE | $11,884 | $4,292+176.9% | $3,560+233.8% | $5,352+122.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |