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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 | $87,419 | $105,856-17.4% | $90,161-3.0% | $147,586-40.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.60% | 37.63%-16.0pp | 34.89%-13.3pp | 578.59%-557.0pp |
| Employer contribution / active EE | $2,625 | $4,126-36.4% | $3,318-20.9% | $4,876-46.2% |
| Participant deferral / active EE | $11,843 | $5,733+106.6% | $5,287+124.0% | $5,439+117.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |