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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 | $51,657 | $115,866-55.4% | $65,328-20.9% | $139,456-63.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 17.03% | 31.21%-14.2pp | 47.39%-30.4pp | 373.45%-356.4pp |
| Employer contribution / active EE | $806 | $2,600-69.0% | $1,692-52.4% | $4,753-83.0% |
| Participant deferral / active EE | $3,294 | $4,242-22.3% | $2,832+16.3% | $6,711-50.9% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |