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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 | $42,519 | $110,337-61.5% | $102,383-58.5% | $145,877-70.9% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.99% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,591 | $4,216-62.3% | $3,870-58.9% | $4,663-65.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $80 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |