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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 | $59,834 | $93,346-35.9% | $71,796-16.7% | $273,972-78.2% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 83.0%+9.3pp |
| Annual return | 10.56% | 130.39%-119.8pp | 78.04%-67.5pp | 41.46%-30.9pp |
| Employer contribution / active EE | $5,450 | $2,733+99.4% | $1,924+183.2% | $4,869+11.9% |
| Participant deferral / active EE | $10,761 | $3,475+209.7% | $2,794+285.1% | $5,287+103.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |