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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 | $43,011 | $112,729-61.8% | $98,716-56.4% | $137,256-68.7% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.3%+1.3pp | 80.0%-9.4pp |
| Annual return | 11.66% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $5,882 | $2,725+115.8% | $2,279+158.2% | $4,156+41.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |