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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 | $44,757 | $93,346-52.1% | $71,796-37.7% | $273,972-83.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 10.82% | 130.39%-119.6pp | 78.04%-67.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $6,375 | $2,733+133.2% | $1,924+231.3% | $4,869+30.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $87 | $6,571-98.7% | $4,815-98.2% | $10,133-99.1% |