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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 | $56,256 | $110,410-49.0% | $102,437-45.1% | $145,897-61.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.39% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $9,119 | $4,217+116.2% | $3,871+135.6% | $4,663+95.6% |
| Participant deferral / active EE | $6,592 | $5,622+17.3% | $5,060+30.3% | $6,689-1.5% |
| Admin fee / account holder | $296 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |