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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 | $36,311 | $45,043-19.4% | $63,005-42.4% | $70,124-48.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.04% | 18.76%+0.3pp | 87.59%-68.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,046 | $2,052-49.0% | $2,760-62.1% | $2,342-55.3% |
| Participant deferral / active EE | $5,379 | $2,466+118.2% | $3,329+61.6% | $3,332+61.4% |
| Admin fee / account holder | $99 | $2,833-96.5% | $3,599-97.3% | $4,645-97.9% |