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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 | $52,555 | $118,875-55.8% | $96,572-45.6% | $167,553-68.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 50.50%-37.0pp | 37.79%-24.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $975 | $3,121-68.8% | $2,357-58.6% | $4,840-79.9% |
| Participant deferral / active EE | $7,525 | $4,617+63.0% | $3,850+95.5% | $6,343+18.6% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |