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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 | $55,011 | $124,351-55.8% | $109,188-49.6% | $167,553-67.2% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $11,256 | $4,210+167.4% | $3,723+202.3% | $4,840+132.6% |
| Participant deferral / active EE | $6,121 | $5,257+16.4% | $4,654+31.5% | $6,343-3.5% |
| Admin fee / account holder | $158 | $7,975-98.0% | $6,755-97.7% | $12,316-98.7% |