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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 | $154,617 | $211,239-26.8% | $178,528-13.4% | $145,877+6.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.86% | 30.22%-20.4pp | 27.11%-17.3pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,050 | $4,570-77.0% | $3,950-73.4% | $4,663-77.5% |
| Participant deferral / active EE | $6,100 | $6,963-12.4% | $6,278-2.8% | $6,691-8.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |