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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 | $72,339 | $117,829-38.6% | $102,423-29.4% | $145,877-50.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.90% | 31.83%-18.9pp | 29.42%-16.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,677 | $3,615+29.4% | $3,023+54.7% | $4,663+0.3% |
| Participant deferral / active EE | $6,606 | $5,732+15.2% | $5,054+30.7% | $6,691-1.3% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |