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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 | $41,002 | $113,338-63.8% | $94,993-56.8% | $147,585-72.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.44% | 20.80%-3.4pp | 27.14%-9.7pp | 578.58%-561.1pp |
| Employer contribution / active EE | $4,464 | $3,160+41.2% | $2,603+71.5% | $4,876-8.5% |
| Participant deferral / active EE | $1,119 | $3,777-70.4% | $3,317-66.3% | $5,439-79.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |