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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 | $30,159 | $105,856-71.5% | $90,161-66.5% | $147,586-79.6% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+19.0pp | 82.8%+13.0pp |
| Annual return | 13.82% | 37.63%-23.8pp | 34.89%-21.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,811 | $4,126-7.6% | $3,318+14.9% | $4,876-21.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37 | $8,046-99.5% | $5,943-99.4% | $10,886-99.7% |