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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 | $48,593 | $131,835-63.1% | $108,582-55.2% | $273,972-82.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.71% | -91.57%+102.3pp | -51.70%+62.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $11,570 | $4,913+135.5% | $3,758+207.8% | $4,869+137.6% |
| Participant deferral / active EE | $8,730 | $5,127+70.3% | $4,311+102.5% | $5,287+65.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |