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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 | $34,259 | $68,681-50.1% | $86,625-60.5% | $85,851-60.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.12% | 20.12%-5.0pp | 63.52%-48.4pp | 318.63%-303.5pp |
| Employer contribution / active EE | $1,776 | $1,880-5.6% | $2,496-28.8% | $2,565-30.8% |
| Participant deferral / active EE | $5,857 | $2,919+100.6% | $3,700+58.3% | $3,952+48.2% |
| Admin fee / account holder | $13 | $5,974-99.8% | $5,830-99.8% | $6,261-99.8% |