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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 | $54,116 | $117,895-54.1% | $102,460-47.2% | $145,897-62.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.42% | 31.92%-20.5pp | 29.47%-18.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,548 | $3,619+136.2% | $3,025+182.6% | $4,663+83.3% |
| Participant deferral / active EE | $4,632 | $5,736-19.3% | $5,056-8.4% | $6,689-30.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |