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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 | $49,459 | $93,346-47.0% | $71,796-31.1% | $273,972-81.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 10.15% | 130.39%-120.2pp | 78.04%-67.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $6,110 | $2,733+123.5% | $1,924+217.5% | $4,869+25.5% |
| Participant deferral / active EE | $4,212 | $3,475+21.2% | $2,794+50.7% | $5,287-20.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |