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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 | $21,155 | $103,949-79.6% | $69,182-69.4% | $273,972-92.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.41% | 35.28%-30.9pp | -21.93%+26.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,277 | $1,783+195.9% | $1,206+337.5% | $4,869+8.4% |
| Participant deferral / active EE | $6,060 | $2,716+123.1% | $1,897+219.5% | $5,287+14.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |