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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 | $39,022 | $108,212-63.9% | $77,513-49.7% | $158,966-75.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.04% | 31.67%-15.6pp | 54.81%-38.8pp | 302.95%-286.9pp |
| Employer contribution / active EE | $4,496 | $1,325+239.3% | $987+355.7% | $4,762-5.6% |
| Participant deferral / active EE | $3,486 | $2,455+42.0% | $1,861+87.3% | $5,983-41.7% |
| Admin fee / account holder | $212 | $3,709-94.3% | $2,859-92.6% | $11,250-98.1% |