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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 | $38,125 | $90,509-57.9% | $78,693-51.6% | $273,968-86.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.01% | 75.61%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,971 | $3,175-37.9% | $2,850-30.9% | $4,869-59.5% |
| Participant deferral / active EE | $5,553 | $3,901+42.3% | $3,517+57.9% | $5,287+5.0% |
| Admin fee / account holder | $9 | $5,264-99.8% | $4,511-99.8% | $10,132-99.9% |