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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 | $67,328 | $176,402-61.8% | $134,162-49.8% | $158,982-57.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.18% | 63.66%-50.5pp | 36.35%-23.2pp | 302.99%-289.8pp |
| Employer contribution / active EE | $596 | $5,042-88.2% | $3,705-83.9% | $4,763-87.5% |
| Participant deferral / active EE | $2,411 | $4,093-41.1% | $3,500-31.1% | $5,983-59.7% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |