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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 | $33,210 | $117,829-71.8% | $102,423-67.6% | $145,877-77.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,147 | $3,615-68.3% | $3,023-62.1% | $4,663-75.4% |
| Participant deferral / active EE | $4,086 | $5,732-28.7% | $5,054-19.1% | $6,691-38.9% |
| Admin fee / account holder | $6 | $13,335-100.0% | $9,455-99.9% | $13,402-100.0% |