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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 | $36,025 | $63,346-43.1% | $92,240-60.9% | $70,126-48.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.61% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,903 | $2,471-23.0% | $3,680-48.3% | $2,343-18.8% |
| Participant deferral / active EE | $1,768 | $2,854-38.0% | $3,897-54.6% | $3,332-46.9% |
| Admin fee / account holder | $114 | $3,841-97.0% | $5,194-97.8% | $4,645-97.5% |