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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 | $28,324 | $101,063-72.0% | $81,473-65.2% | $147,586-80.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.35% | 32.41%-10.1pp | 38.78%-16.4pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,407 | $3,206-24.9% | $2,568-6.3% | $4,876-50.6% |
| Participant deferral / active EE | $12,859 | $4,242+203.1% | $3,537+263.6% | $5,439+136.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |