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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 | $73,166 | $124,351-41.2% | $109,188-33.0% | $167,553-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.93% | 26.04%+6.9pp | 25.76%+7.2pp | 478.89%-446.0pp |
| Employer contribution / active EE | $9,336 | $4,210+121.8% | $3,723+150.7% | $4,840+92.9% |
| Participant deferral / active EE | $2,578 | $5,257-51.0% | $4,654-44.6% | $6,343-59.4% |
| Admin fee / account holder | $268 | $7,975-96.6% | $6,755-96.0% | $12,316-97.8% |