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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 | $57,675 | $165,939-65.2% | $122,354-52.9% | $147,586-60.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.90% | 34.56%-22.7pp | 30.28%-18.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,916 | $5,754-66.7% | $4,051-52.7% | $4,876-60.7% |
| Participant deferral / active EE | $2,258 | $4,005-43.6% | $3,287-31.3% | $5,439-58.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |