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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 | $58,857 | $107,030-45.0% | $73,550-20.0% | $147,586-60.1% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 20.43% | 38.25%-17.8pp | -15.16%+35.6pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,051 | $1,760-40.3% | $1,219-13.8% | $4,876-78.4% |
| Participant deferral / active EE | $2,879 | $2,458+17.1% | $1,804+59.6% | $5,439-47.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |