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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 | $91,154 | $108,212-15.8% | $77,513+17.6% | $158,966-42.7% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 7.07% | 31.67%-24.6pp | 54.81%-47.7pp | 302.95%-295.9pp |
| Employer contribution / active EE | $200 | $1,325-84.9% | $987-79.7% | $4,762-95.8% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |