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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 | $57,118 | $107,030-46.6% | $73,550-22.3% | $147,586-61.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.92% | 38.25%-21.3pp | -15.16%+32.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,575 | $1,760+443.9% | $1,219+685.4% | $4,876+96.3% |
| Participant deferral / active EE | $6,970 | $2,458+183.6% | $1,804+286.3% | $5,439+28.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |