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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 | $33,076 | $93,346-64.6% | $71,796-53.9% | $273,972-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.48% | 130.39%-125.9pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $13,959 | $2,733+410.7% | $1,924+625.4% | $4,869+186.7% |
| Participant deferral / active EE | $3,651 | $3,475+5.1% | $2,794+30.7% | $5,287-30.9% |
| Admin fee / account holder | $185 | $6,571-97.2% | $4,815-96.2% | $10,133-98.2% |