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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 | $46,871 | $100,901-53.5% | $75,501-37.9% | $147,586-68.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 10.47% | 35.78%-25.3pp | 27.35%-16.9pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,070 | $3,253-67.1% | $2,352-54.5% | $4,876-78.1% |
| Participant deferral / active EE | $2,539 | $4,027-36.9% | $3,142-19.2% | $5,439-53.3% |
| Admin fee / account holder | $53 | $11,285-99.5% | $5,801-99.1% | $10,886-99.5% |