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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 | $38,886 | $132,634-70.7% | $115,768-66.4% | $137,256-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.64% | 160.70%-141.1pp | 100.46%-80.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,614 | $3,360-52.0% | $2,940-45.1% | $4,156-61.2% |
| Participant deferral / active EE | $1,929 | $5,619-65.7% | $4,917-60.8% | $6,407-69.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |