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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 | $46,039 | $104,251-55.8% | $91,004-49.4% | $147,586-68.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 12.63% | 27.06%-14.4pp | 4.60%+8.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $11,626 | $3,116+273.1% | $2,456+373.4% | $4,876+138.4% |
| Participant deferral / active EE | $6,263 | $4,195+49.3% | $3,548+76.5% | $5,439+15.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |