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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 | $65,867 | $108,212-39.1% | $77,513-15.0% | $158,966-58.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.83% | 31.67%-26.8pp | 54.81%-50.0pp | 302.95%-298.1pp |
| Employer contribution / active EE | $2,667 | $1,325+101.3% | $987+170.3% | $4,762-44.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |