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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 | $26,809 | $65,041-58.8% | $90,965-70.5% | $79,858-66.4% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 17.61% | 30.45%-12.8pp | 134.57%-117.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $4,621 | $1,247+270.5% | $2,122+117.7% | $2,471+87.0% |
| Participant deferral / active EE | $2,094 | $2,512-16.6% | $3,373-37.9% | $3,740-44.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |