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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 | $108,742 | $108,212+0.5% | $77,513+40.3% | $158,966-31.6% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 15.43% | 31.67%-16.2pp | 54.81%-39.4pp | 302.95%-287.5pp |
| Employer contribution / active EE | $250 | $1,325-81.1% | $987-74.7% | $4,762-94.8% |
| 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% |