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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 | $41,511 | $117,829-64.8% | $102,423-59.5% | $145,877-71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,801 | $3,615-50.2% | $3,023-40.4% | $4,663-61.4% |
| Participant deferral / active EE | $2,565 | $5,732-55.2% | $5,054-49.2% | $6,691-61.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |