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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 | $19,582 | $81,696-76.0% | $70,494-72.2% | $158,982-87.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.03% | 208.70%-198.7pp | 109.16%-99.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $1,208 | $3,220-62.5% | $2,738-55.9% | $4,763-74.6% |
| Participant deferral / active EE | $3,256 | $4,558-28.6% | $3,711-12.3% | $5,983-45.6% |
| Admin fee / account holder | $149 | $6,200-97.6% | $3,848-96.1% | $11,252-98.7% |