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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 | $31,637 | $91,167-65.3% | $178,498-82.3% | $79,858-60.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.49% | 24.19%-5.7pp | 151.09%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $4,089 | $3,255+25.6% | $5,011-18.4% | $2,471+65.5% |
| Participant deferral / active EE | $2,251 | $3,236-30.4% | $5,202-56.7% | $3,740-39.8% |
| Admin fee / account holder | $181 | $6,747-97.3% | $13,985-98.7% | $5,306-96.6% |