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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 | $78,065 | $66,431+17.5% | $109,916-29.0% | $85,851-9.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 48.49% | 19.59%+28.9pp | 29.46%+19.0pp | 318.63%-270.1pp |
| Employer contribution / active EE | $313 | $1,688-81.5% | $2,844-89.0% | $2,565-87.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $237 | $4,559-94.8% | $6,069-96.1% | $6,261-96.2% |