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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 | $24,965 | $91,198-72.6% | $178,503-86.0% | $79,856-68.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 27.10% | 24.20%+2.9pp | 151.12%-124.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $4,405 | $3,257+35.3% | $5,011-12.1% | $2,471+78.2% |
| Participant deferral / active EE | $2,966 | $3,237-8.4% | $5,202-43.0% | $3,741-20.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |