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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 | $46,836 | $124,351-62.3% | $109,188-57.1% | $167,553-72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.33% | 26.04%-13.7pp | 25.76%-13.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $1,667 | $4,210-60.4% | $3,723-55.2% | $4,840-65.5% |
| Participant deferral / active EE | $6,725 | $5,257+27.9% | $4,654+44.5% | $6,343+6.0% |
| Admin fee / account holder | $1 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |