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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 | $38,289 | $106,267-64.0% | $96,520-60.3% | $139,456-72.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.25% | 38.45%-27.2pp | 35.72%-24.5pp | 373.45%-362.2pp |
| Employer contribution / active EE | $2,778 | $4,105-32.3% | $3,739-25.7% | $4,753-41.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $166 | $7,882-97.9% | $6,733-97.5% | $11,407-98.5% |