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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 | $68,439 | $112,915-39.4% | $90,965-24.8% | $158,950-56.9% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 8.91% | 215.75%-206.8pp | 134.57%-125.7pp | 302.91%-294.0pp |
| Employer contribution / active EE | $909 | $2,894-68.6% | $2,122-57.2% | $4,762-80.9% |
| Participant deferral / active EE | $7,904 | $4,128+91.5% | $3,373+134.3% | $5,983+32.1% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |