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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 | $71,456 | $91,179-21.6% | $178,499-60.0% | $79,852-10.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.22% | 24.19%-4.0pp | 151.10%-130.9pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,147 | $3,256-64.8% | $5,011-77.1% | $2,471-53.6% |
| Participant deferral / active EE | $4,342 | $3,236+34.2% | $5,202-16.5% | $3,740+16.1% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |