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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 | $61,123 | $124,330-50.8% | $109,173-44.0% | $167,536-63.5% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 12.14% | 26.04%-13.9pp | 25.75%-13.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $10,392 | $4,209+146.9% | $3,723+179.1% | $4,839+114.8% |
| Participant deferral / active EE | $7,583 | $5,256+44.3% | $4,654+62.9% | $6,342+19.6% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |