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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 | $58,962 | $91,198-35.3% | $178,503-67.0% | $79,856-26.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.83% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,243 | $3,257-31.1% | $5,011-55.2% | $2,471-9.2% |
| Participant deferral / active EE | $2,243 | $3,237-30.7% | $5,202-56.9% | $3,741-40.0% |
| Admin fee / account holder | $261 | $6,748-96.1% | $13,987-98.1% | $5,306-95.1% |