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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 | $40,741 | $90,486-55.0% | $78,676-48.2% | $273,972-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.99% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $10,457 | $3,175+229.4% | $2,850+266.9% | $4,869+114.8% |
| Participant deferral / active EE | $8,902 | $3,901+128.2% | $3,517+153.1% | $5,287+68.4% |
| Admin fee / account holder | $132 | $5,263-97.5% | $4,510-97.1% | $10,133-98.7% |