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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 | $28,549 | $105,960-73.1% | $81,726-65.1% | $158,982-82.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 17.41% | 38.19%-20.8pp | 29.49%-12.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,710 | $7,805-78.1% | $4,311-60.3% | $4,763-64.1% |
| Participant deferral / active EE | $1,703 | $13,011-86.9% | $7,108-76.0% | $5,983-71.5% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |