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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 | $49,567 | $103,957-52.3% | $69,182-28.4% | $273,968-81.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.49% | 35.28%-29.8pp | -21.94%+27.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,000 | $1,781+236.9% | $1,205+397.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $230 | $3,671-93.7% | $2,697-91.5% | $10,132-97.7% |