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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 | $42,939 | $105,960-59.5% | $81,726-47.5% | $158,982-73.0% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.0%+18.5pp | 82.0%+8.5pp |
| Annual return | 6.92% | 38.19%-31.3pp | 29.49%-22.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $7,187 | $7,805-7.9% | $4,311+66.7% | $4,763+50.9% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |