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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 | $69,692 | $100,901-30.9% | $75,670-7.9% | $147,585-52.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.80% | 35.78%-22.0pp | 27.34%-13.5pp | 578.57%-564.8pp |
| Employer contribution / active EE | $1,506 | $3,253-53.7% | $2,352-36.0% | $4,876-69.1% |
| Participant deferral / active EE | $3,671 | $4,027-8.9% | $3,142+16.8% | $5,439-32.5% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |