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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 | $77,843 | $101,618-23.4% | $93,063-16.4% | $137,256-43.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.16% | 223.95%-199.8pp | 34.15%-10.0pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,174 | $2,707+17.3% | $2,476+28.2% | $4,156-23.6% |
| Participant deferral / active EE | $8,306 | $4,279+94.1% | $3,958+109.8% | $6,407+29.6% |
| Admin fee / account holder | $299 | $6,198-95.2% | $6,033-95.0% | $12,270-97.6% |