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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 | $34,298 | $100,073-65.7% | $85,126-59.7% | $145,877-76.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,242 | $3,236-61.6% | $2,731-54.5% | $4,663-73.4% |
| Participant deferral / active EE | $4,136 | $5,294-21.9% | $4,523-8.6% | $6,691-38.2% |
| Admin fee / account holder | $252 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |