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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 | $63,088 | $104,251-39.5% | $91,004-30.7% | $147,586-57.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.95% | 27.06%-14.1pp | 4.60%+8.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,000 | $3,116-67.9% | $2,456-59.3% | $4,876-79.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |