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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 | $32,996 | $101,063-67.4% | $81,473-59.5% | $147,586-77.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.37% | 32.41%-15.0pp | 38.78%-21.4pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,578 | $3,206-50.8% | $2,568-38.5% | $4,876-67.6% |
| Participant deferral / active EE | $5,750 | $4,242+35.5% | $3,537+62.6% | $5,439+5.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |