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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 | $74,505 | $91,167-18.3% | $178,498-58.3% | $79,858-6.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.45% | 24.19%-7.7pp | 151.09%-134.6pp | 31.72%-15.3pp |
| Employer contribution / active EE | $6,637 | $3,255+103.9% | $5,011+32.4% | $2,471+168.6% |
| Participant deferral / active EE | $5,212 | $3,236+61.1% | $5,202+0.2% | $3,740+39.3% |
| Admin fee / account holder | $265 | $6,747-96.1% | $13,985-98.1% | $5,306-95.0% |