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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 | $20,888 | $61,125-65.8% | $94,057-77.8% | $87,485-76.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 17.74% | 35.20%-17.5pp | 480.62%-462.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $886 | $2,136-58.5% | $2,933-69.8% | $2,596-65.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |