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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 | $66,121 | $108,212-38.9% | $77,513-14.7% | $158,966-58.4% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 16.19% | 31.67%-15.5pp | 54.81%-38.6pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,362 | $1,325+2.8% | $987+38.0% | $4,762-71.4% |
| Participant deferral / active EE | $6,810 | $2,455+177.3% | $1,861+265.9% | $5,983+13.8% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |