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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 | $39,235 | $35,183+11.5% | $73,550-46.7% | $70,126-44.1% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 16.00% | 26.90%-10.9pp | -15.16%+31.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,201 | $709+351.7% | $1,219+162.6% | $2,343+36.7% |
| Participant deferral / active EE | $2,144 | $1,220+75.7% | $1,804+18.8% | $3,332-35.7% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |