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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 | $35,062 | $105,856-66.9% | $90,161-61.1% | $147,586-76.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.93% | 37.63%-11.7pp | 34.89%-9.0pp | 578.59%-552.7pp |
| Employer contribution / active EE | $2,762 | $4,126-33.1% | $3,318-16.8% | $4,876-43.4% |
| Participant deferral / active EE | $16,482 | $5,733+187.5% | $5,287+211.7% | $5,439+203.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |