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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 | $13,884 | $87,166-84.1% | $76,735-81.9% | $137,256-89.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.89% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $6,614 | $2,904+127.7% | $2,454+169.5% | $4,156+59.1% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $100 | $8,403-98.8% | $7,189-98.6% | $12,270-99.2% |