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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 | $55,823 | $108,212-48.4% | $77,513-28.0% | $158,966-64.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.23% | 31.67%-10.4pp | 54.81%-33.6pp | 302.95%-281.7pp |
| Employer contribution / active EE | $707 | $1,325-46.6% | $987-28.3% | $4,762-85.2% |
| Participant deferral / active EE | $4,486 | $2,455+82.7% | $1,861+141.1% | $5,983-25.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |