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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 | $35,793 | $100,901-64.5% | $75,501-52.6% | $147,585-75.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.54% | 35.78%-18.2pp | 27.35%-9.8pp | 578.58%-561.0pp |
| Employer contribution / active EE | $1,679 | $3,253-48.4% | $2,352-28.6% | $4,876-65.6% |
| Participant deferral / active EE | $2,932 | $4,027-27.2% | $3,142-6.7% | $5,439-46.1% |
| Admin fee / account holder | $140 | $11,285-98.8% | $5,801-97.6% | $10,886-98.7% |