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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 | $53,435 | $112,935-52.7% | $90,970-41.3% | $158,966-66.4% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.2pp | 82.0%-3.7pp |
| Annual return | 11.21% | 215.79%-204.6pp | 134.58%-123.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,223 | $2,895-57.8% | $2,122-42.4% | $4,762-74.3% |
| Participant deferral / active EE | $1,509 | $4,129-63.4% | $3,373-55.3% | $5,983-74.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |