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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 | $88,252 | $89,367-1.2% | $141,191-37.5% | $72,975+20.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.04% | 111.87%-89.8pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $986 | $3,115-68.4% | $4,736-79.2% | $2,440-59.6% |
| Participant deferral / active EE | $3,381 | $5,419-37.6% | $6,710-49.6% | $3,608-6.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |