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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 | $36,527 | $111,830-67.3% | $93,696-61.0% | $145,884-75.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.58% | 204.08%-190.5pp | 133.74%-120.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,195 | $3,093-29.0% | $2,422-9.4% | $4,662-52.9% |
| Participant deferral / active EE | $8,077 | $4,920+64.2% | $4,417+82.9% | $6,690+20.7% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |