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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 | $57,181 | $117,829-51.5% | $102,423-44.2% | $145,877-60.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.28% | 31.83%-17.6pp | 29.42%-15.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,673 | $3,615+29.3% | $3,023+54.6% | $4,663+0.2% |
| Participant deferral / active EE | $6,703 | $5,732+16.9% | $5,054+32.6% | $6,691+0.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |