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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 | $50,464 | $100,262-49.7% | $81,370-38.0% | $145,897-65.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.38% | 34.52%-18.1pp | 24.85%-8.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,018 | $2,979-32.3% | $2,464-18.1% | $4,663-56.7% |
| Participant deferral / active EE | $7,333 | $4,612+59.0% | $3,885+88.7% | $6,689+9.6% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |