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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 | $33,565 | $107,030-68.6% | $73,550-54.4% | $147,586-77.3% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 20.92% | 38.25%-17.3pp | -15.16%+36.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,791 | $1,760+58.6% | $1,219+129.0% | $4,876-42.8% |
| Participant deferral / active EE | $10,507 | $2,458+327.5% | $1,804+482.4% | $5,439+93.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |