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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 | $30,683 | $149,679-79.5% | $117,039-73.8% | $147,586-79.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.36% | 19.31%-10.0pp | 18.95%-9.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,900 | $4,937-61.5% | $3,785-49.8% | $4,876-61.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |