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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 | $40,786 | $115,903-64.8% | $100,528-59.4% | $158,966-74.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.10% | 34.80%-22.7pp | 30.90%-18.8pp | 302.95%-290.8pp |
| Employer contribution / active EE | $8,713 | $4,105+112.2% | $3,419+154.9% | $4,762+83.0% |
| Participant deferral / active EE | $2,952 | $6,677-55.8% | $6,271-52.9% | $5,983-50.7% |
| Admin fee / account holder | $177 | $11,000-98.4% | $8,084-97.8% | $11,250-98.4% |