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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 | $34,122 | $108,285-68.5% | $77,552-56.0% | $158,982-78.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.58% | 31.69%-19.1pp | 54.82%-42.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,891 | $1,325+344.6% | $987+497.0% | $4,763+23.7% |
| Participant deferral / active EE | $1,793 | $2,455-27.0% | $1,861-3.6% | $5,983-70.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |