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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 | $39,229 | $90,486-56.6% | $78,676-50.1% | $273,972-85.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.36% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,599 | $3,175-49.7% | $2,850-43.9% | $4,869-67.2% |
| Participant deferral / active EE | $3,797 | $3,901-2.7% | $3,517+8.0% | $5,287-28.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |