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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 | $71,660 | $117,895-39.2% | $102,460-30.1% | $145,897-50.9% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.14% | 31.92%-18.8pp | 29.47%-16.3pp | 552.29%-539.2pp |
| Employer contribution / active EE | $7,647 | $3,619+111.3% | $3,025+152.8% | $4,663+64.0% |
| Participant deferral / active EE | $7,636 | $5,736+33.1% | $5,056+51.0% | $6,689+14.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |