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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 | $31,409 | $78,670-60.1% | $109,173-71.2% | $85,847-63.4% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | 13.32% | 25.09%-11.8pp | 25.75%-12.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,416 | $2,734-48.2% | $3,723-62.0% | $2,565-44.8% |
| Participant deferral / active EE | $1,756 | $3,467-49.4% | $4,654-62.3% | $3,952-55.6% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |