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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 | $37,934 | $103,000-63.2% | $90,300-58.0% | $152,885-75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.08% | 95.19%-78.1pp | 78.11%-61.0pp | 345.39%-328.3pp |
| Employer contribution / active EE | $2,319 | $3,138-26.1% | $2,854-18.7% | $4,763-51.3% |
| Participant deferral / active EE | $14,381 | $4,281+235.9% | $3,884+270.2% | $5,851+145.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |