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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 | $44,557 | $101,063-55.9% | $81,473-45.3% | $147,585-69.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.15% | 32.41%-17.3pp | 38.78%-23.6pp | 578.58%-563.4pp |
| Employer contribution / active EE | $1,359 | $3,206-57.6% | $2,568-47.1% | $4,876-72.1% |
| Participant deferral / active EE | $1,664 | $4,242-60.8% | $3,537-53.0% | $5,439-69.4% |
| Admin fee / account holder | $120 | $5,812-97.9% | $4,561-97.4% | $10,886-98.9% |