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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 | $62,955 | $124,351-49.4% | $109,188-42.3% | $167,553-62.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.07% | 26.04%-10.0pp | 25.76%-9.7pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,163 | $4,210-24.9% | $3,723-15.0% | $4,840-34.6% |
| Participant deferral / active EE | $12,101 | $5,257+130.2% | $4,654+160.0% | $6,343+90.8% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |