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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 | $33,389 | $93,589-64.3% | $135,942-75.4% | $75,181-55.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.28%-52.4pp | 160.69%-144.8pp |
| Employer contribution / active EE | $7,407 | $3,537+109.4% | $4,858+52.5% | $2,671+177.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $263 | $6,977-96.2% | $10,764-97.6% | $5,650-95.3% |