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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 | $46,351 | $110,379-58.0% | $102,412-54.7% | $145,884-68.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.33% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $10,440 | $4,216+147.6% | $3,870+169.8% | $4,662+123.9% |
| Participant deferral / active EE | $8,436 | $5,622+50.1% | $5,060+66.7% | $6,690+26.1% |
| Admin fee / account holder | $259 | $9,745-97.3% | $8,388-96.9% | $13,392-98.1% |