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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 | $57,738 | $165,939-65.2% | $122,354-52.8% | $147,586-60.9% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 16.61% | 34.56%-17.9pp | 30.28%-13.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,516 | $5,754-56.3% | $4,051-37.9% | $4,876-48.4% |
| Participant deferral / active EE | $6,764 | $4,005+68.9% | $3,287+105.8% | $5,439+24.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |