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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 | $117,904-39.2% | $102,457-30.1% | $145,978-50.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.14% | 31.80%-18.7pp | 29.41%-16.3pp | 550.52%-537.4pp |
| Employer contribution / active EE | $7,647 | $3,613+111.6% | $3,022+153.0% | $4,662+64.0% |
| Participant deferral / active EE | $7,636 | $5,733+33.2% | $5,054+51.1% | $6,690+14.1% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |