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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 | $61,875 | $97,125-36.3% | $86,233-28.2% | $137,256-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.58% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,588 | $2,841-44.1% | $2,504-36.6% | $4,156-61.8% |
| Participant deferral / active EE | $7,048 | $5,180+36.1% | $4,559+54.6% | $6,407+10.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |