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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 | $50,105 | $165,939-69.8% | $122,354-59.0% | $147,586-66.1% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 21.08% | 34.56%-13.5pp | 30.28%-9.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,908 | $5,754-66.8% | $4,051-52.9% | $4,876-60.9% |
| Participant deferral / active EE | $5,386 | $4,005+34.5% | $3,287+63.8% | $5,439-1.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |