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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 | $39,805 | $113,338-64.9% | $94,993-58.1% | $147,586-73.0% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 11.77% | 20.80%-9.0pp | 27.14%-15.4pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,274 | $3,160-28.0% | $2,603-12.7% | $4,876-53.4% |
| Participant deferral / active EE | $2,274 | $3,777-39.8% | $3,317-31.4% | $5,439-58.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |