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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 | $19,890 | $85,024-76.6% | $70,544-71.8% | $139,466-85.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 36.34% | 30.39%+5.9pp | 32.79%+3.5pp | 373.66%-337.3pp |
| Employer contribution / active EE | $2,266 | $3,912-42.1% | $2,976-23.9% | $4,754-52.3% |
| Participant deferral / active EE | $5,768 | $5,891-2.1% | $4,568+26.3% | $6,712-14.1% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |