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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 | $79,331 | $176,402-55.0% | $134,162-40.9% | $158,966-50.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.62% | 63.66%-41.0pp | 36.35%-13.7pp | 302.95%-280.3pp |
| Employer contribution / active EE | $400 | $5,042-92.1% | $3,705-89.2% | $4,762-91.6% |
| Participant deferral / active EE | $10,639 | $4,093+159.9% | $3,500+204.0% | $5,983+77.8% |
| Admin fee / account holder | $122 | $8,719-98.6% | $6,685-98.2% | $11,250-98.9% |