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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 | $68,451 | $77,901-12.1% | $149,717-54.3% | $75,181-9.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.85% | 31.73%-10.9pp | 134.41%-113.6pp | 160.69%-139.8pp |
| Employer contribution / active EE | $911 | $3,137-71.0% | $4,820-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $6,586 | $3,411+93.1% | $5,682+15.9% | $4,126+59.6% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |