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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 | $59,079 | $104,664-43.6% | $85,693-31.1% | $167,518-64.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.33% | 21.45%-12.1pp | 21.49%-12.2pp | 478.71%-469.4pp |
| Employer contribution / active EE | $2,961 | $3,337-11.3% | $2,618+13.1% | $4,838-38.8% |
| Participant deferral / active EE | $1,983 | $4,824-58.9% | $3,923-49.5% | $6,342-68.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |