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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 | $38,483 | $100,147-61.6% | $81,286-52.7% | $145,877-73.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 16.66% | 34.44%-17.8pp | 24.80%-8.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,514 | $2,977-49.1% | $2,463-38.5% | $4,663-67.5% |
| Participant deferral / active EE | $4,527 | $4,607-1.7% | $3,883+16.6% | $6,691-32.3% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |