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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 | $110,337-44.3% | $102,383-40.0% | $145,877-57.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 9.99% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $8,349 | $4,216+98.0% | $3,870+115.7% | $4,663+79.1% |
| Participant deferral / active EE | $3,073 | $5,621-45.3% | $5,060-39.3% | $6,691-54.1% |
| Admin fee / account holder | $182 | $9,750-98.1% | $8,391-97.8% | $13,402-98.6% |