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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 | $58,900 | $106,247-44.6% | $96,515-39.0% | $139,466-57.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.83% | 38.47%-17.6pp | 35.73%-14.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,703 | $4,106-9.8% | $3,740-1.0% | $4,754-22.1% |
| Participant deferral / active EE | $8,788 | $5,456+61.1% | $4,880+80.1% | $6,712+30.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |