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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 | $30,002 | $104,251-71.2% | $91,004-67.0% | $147,586-79.7% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.7pp | 82.8%-0.5pp |
| Annual return | 20.23% | 27.06%-6.8pp | 4.60%+15.6pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,364 | $3,116-56.2% | $2,456-44.4% | $4,876-72.0% |
| Participant deferral / active EE | $4,427 | $4,195+5.5% | $3,548+24.8% | $5,439-18.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |