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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 | $31,899 | $93,346-65.8% | $71,796-55.6% | $273,972-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.25% | 130.39%-126.1pp | 78.04%-73.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,877 | $2,733+188.2% | $1,924+309.3% | $4,869+61.8% |
| Participant deferral / active EE | $5,634 | $3,475+62.1% | $2,794+101.6% | $5,287+6.5% |
| Admin fee / account holder | $268 | $6,571-95.9% | $4,815-94.4% | $10,133-97.4% |