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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 | $84,854 | $113,338-25.1% | $94,993-10.7% | $147,586-42.5% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 34.64% | 20.80%+13.8pp | 27.14%+7.5pp | 578.59%-544.0pp |
| Employer contribution / active EE | $13,035 | $3,160+312.4% | $2,603+400.7% | $4,876+167.3% |
| Participant deferral / active EE | $5,679 | $3,777+50.4% | $3,317+71.2% | $5,439+4.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |