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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 | $33,931 | $93,346-63.7% | $71,796-52.7% | $273,972-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.73% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $758 | $2,733-72.3% | $1,924-60.6% | $4,869-84.4% |
| Participant deferral / active EE | $4,758 | $3,475+36.9% | $2,794+70.3% | $5,287-10.0% |
| Admin fee / account holder | $7 | $6,571-99.9% | $4,815-99.9% | $10,133-99.9% |