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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 | $63,246 | $117,829-46.3% | $102,423-38.3% | $145,877-56.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 14.23% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,947 | $3,615-18.5% | $3,023-2.5% | $4,663-36.8% |
| Participant deferral / active EE | $6,481 | $5,732+13.1% | $5,054+28.2% | $6,691-3.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |