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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 | $16,999 | $103,949-83.6% | $69,182-75.4% | $273,972-93.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.75% | 35.28%-34.5pp | -21.93%+22.7pp | 41.46%-40.7pp |
| Employer contribution / active EE | $5,630 | $1,783+215.8% | $1,206+366.7% | $4,869+15.6% |
| Participant deferral / active EE | $4,274 | $2,716+57.3% | $1,897+125.3% | $5,287-19.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |