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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 | $31,307 | $131,835-76.3% | $108,582-71.2% | $273,972-88.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 32.97% | -91.57%+124.5pp | -51.70%+84.7pp | 41.46%-8.5pp |
| Employer contribution / active EE | $1,705 | $4,913-65.3% | $3,758-54.6% | $4,869-65.0% |
| Participant deferral / active EE | $8,264 | $5,127+61.2% | $4,311+91.7% | $5,287+56.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |