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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 | $37,881 | $90,486-58.1% | $78,676-51.9% | $273,972-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 30.91% | 75.62%-44.7pp | 62.19%-31.3pp | 41.46%-10.5pp |
| Employer contribution / active EE | $1,724 | $3,175-45.7% | $2,850-39.5% | $4,869-64.6% |
| Participant deferral / active EE | $2,638 | $3,901-32.4% | $3,517-25.0% | $5,287-50.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |