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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 | $20,724 | $107,809-80.8% | $97,032-78.6% | $155,188-86.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.87% | 38.06%-29.2pp | 35.38%-26.5pp | 148.84%-140.0pp |
| Employer contribution / active EE | $6,818 | $2,911+134.2% | $2,629+159.4% | $4,248+60.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $147 | $10,717-98.6% | $9,418-98.4% | $14,480-99.0% |