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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 | $16,859 | $107,030-84.2% | $73,550-77.1% | $147,586-88.6% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 22.89% | 38.25%-15.4pp | -15.16%+38.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $600 | $1,760-65.9% | $1,219-50.8% | $4,876-87.7% |
| Participant deferral / active EE | $985 | $2,458-59.9% | $1,804-45.4% | $5,439-81.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |