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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 | $62,813 | $108,285-42.0% | $77,552-19.0% | $158,982-60.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,682 | $1,325+102.4% | $987+171.8% | $4,763-43.7% |
| Participant deferral / active EE | $4,350 | $2,455+77.2% | $1,861+133.8% | $5,983-27.3% |
| Admin fee / account holder | $191 | $3,709-94.9% | $2,859-93.3% | $11,252-98.3% |