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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 | $85,573 | $52,279+63.7% | $89,435-4.3% | $79,856+7.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.54% | 22.16%-9.6pp | 245.55%-233.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,589 | $1,572+64.8% | $2,587+0.1% | $2,471+4.8% |
| Participant deferral / active EE | $1,435 | $2,740-47.6% | $3,890-63.1% | $3,741-61.6% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |