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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 | $56,263 | $116,203-51.6% | $93,621-39.9% | $152,909-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.32% | 35.96%-16.6pp | 32.76%-13.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,616 | $3,219-49.8% | $2,719-40.6% | $4,764-66.1% |
| Participant deferral / active EE | $1,616 | $4,605-64.9% | $4,070-60.3% | $5,851-72.4% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |