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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 | $48,362 | $127,273-62.0% | $109,895-56.0% | $167,518-71.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $10,856 | $3,324+226.6% | $2,843+281.8% | $4,838+124.4% |
| Participant deferral / active EE | $11,278 | $4,515+149.8% | $4,049+178.6% | $6,342+77.8% |
| Admin fee / account holder | $49 | $7,117-99.3% | $6,067-99.2% | $12,312-99.6% |