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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 | $27,186 | $85,024-68.0% | $70,544-61.5% | $139,466-80.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.45% | 30.39%-9.9pp | 32.79%-12.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,892 | $3,912-26.1% | $2,976-2.8% | $4,754-39.2% |
| Participant deferral / active EE | $9,252 | $5,891+57.0% | $4,568+102.5% | $6,712+37.8% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |