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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 | $62,080 | $176,402-64.8% | $134,155-53.7% | $158,950-60.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.83% | 63.66%-47.8pp | 36.34%-20.5pp | 302.91%-287.1pp |
| Employer contribution / active EE | $128 | $5,042-97.5% | $3,705-96.5% | $4,762-97.3% |
| Participant deferral / active EE | $2,400 | $4,093-41.4% | $3,500-31.4% | $5,983-59.9% |
| Admin fee / account holder | $139 | $8,719-98.4% | $6,685-97.9% | $11,248-98.8% |