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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 | $42,019 | $98,776-57.5% | $149,745-71.9% | $79,856-47.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.30% | 27.38%-5.1pp | 276.72%-254.4pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,145 | $3,217-64.4% | $4,646-75.3% | $2,471-53.6% |
| Participant deferral / active EE | $3,685 | $5,681-35.1% | $6,843-46.2% | $3,741-1.5% |
| Admin fee / account holder | $181 | $6,053-97.0% | $9,312-98.1% | $5,306-96.6% |