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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 | $36,100 | $71,230-49.3% | $93,727-61.5% | $80,959-55.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 27.79% | 11.26%+16.5pp | 133.83%-106.0pp | 35.67%-7.9pp |
| Employer contribution / active EE | $2,346 | $1,565+49.9% | $2,421-3.1% | $2,757-14.9% |
| Participant deferral / active EE | $9,243 | $4,037+128.9% | $4,417+109.3% | $4,300+114.9% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |