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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 | $59,055 | $113,338-47.9% | $94,993-37.8% | $147,586-60.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.50% | 20.80%-1.3pp | 27.14%-7.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,320 | $3,160-26.6% | $2,603-10.9% | $4,876-52.4% |
| Participant deferral / active EE | $6,524 | $3,777+72.7% | $3,317+96.7% | $5,439+20.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |