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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 | $37,372 | $124,346-69.9% | $111,308-66.4% | $167,536-77.7% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 16.13% | 37.45%-21.3pp | 54.67%-38.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,067 | $3,437-39.9% | $2,732-24.3% | $4,839-57.3% |
| Participant deferral / active EE | $6,571 | $5,182+26.8% | $4,487+46.4% | $6,342+3.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |