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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 | $61,081 | $103,392-40.9% | $87,104-29.9% | $152,897-60.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.37% | 28.10%-10.7pp | 28.19%-10.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $13,254 | $3,221+311.5% | $2,521+425.7% | $4,764+178.2% |
| Participant deferral / active EE | $4,412 | $4,778-7.7% | $4,048+9.0% | $5,851-24.6% |
| Admin fee / account holder | $220 | $12,194-98.2% | $7,491-97.1% | $11,599-98.1% |