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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 | $64,219 | $110,410-41.8% | $102,437-37.3% | $145,897-56.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $17,447 | $4,217+313.7% | $3,871+350.7% | $4,663+274.2% |
| Participant deferral / active EE | $4,600 | $5,622-18.2% | $5,060-9.1% | $6,689-31.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |