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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 | $47,515 | $90,590-47.5% | $90,782-47.7% | $135,379-64.9% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.7pp | 82.6%+9.7pp |
| Annual return | 12.48% | -3.40%+15.9pp | -3.42%+15.9pp | 519.79%-507.3pp |
| Employer contribution / active EE | $7,603 | $4,352+74.7% | $4,105+85.2% | $4,779+59.1% |
| Participant deferral / active EE | $14,612 | $5,407+170.3% | $5,366+172.3% | $5,609+160.5% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |