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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 | $47,884 | $131,829-63.7% | $108,579-55.9% | $273,968-82.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.81% | -91.57%+102.4pp | -51.70%+62.5pp | 41.45%-30.6pp |
| Employer contribution / active EE | $6,022 | $4,912+22.6% | $3,758+60.2% | $4,869+23.7% |
| Participant deferral / active EE | $8,333 | $5,127+62.5% | $4,311+93.3% | $5,287+57.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |