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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 | $61,448 | $111,814-45.0% | $103,374-40.6% | $145,959-57.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 9.99% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $8,349 | $4,214+98.1% | $3,869+115.8% | $4,661+79.1% |
| Participant deferral / active EE | $3,073 | $5,618-45.3% | $5,058-39.2% | $6,689-54.1% |
| Admin fee / account holder | $182 | $9,754-98.1% | $8,394-97.8% | $13,398-98.6% |