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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 | $63,259 | $108,226-41.5% | $77,513-18.4% | $158,950-60.2% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 4.42% | 31.67%-27.3pp | 54.81%-50.4pp | 302.91%-298.5pp |
| Employer contribution / active EE | $337 | $1,325-74.5% | $987-65.8% | $4,762-92.9% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |