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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 | $39,823 | $95,415-58.3% | $185,851-78.6% | $85,851-53.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.72% | 23.59%+2.1pp | 122.11%-96.4pp | 318.63%-292.9pp |
| Employer contribution / active EE | $2,422 | $3,314-26.9% | $5,168-53.1% | $2,565-5.6% |
| Participant deferral / active EE | $3,890 | $3,424+13.6% | $5,569-30.2% | $3,952-1.6% |
| Admin fee / account holder | $184 | $7,215-97.4% | $16,245-98.9% | $6,261-97.1% |