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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 | $57,403 | $110,248-47.9% | $95,728-40.0% | $139,456-58.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.39% | 27.16%-6.8pp | 28.40%-8.0pp | 373.45%-353.1pp |
| Employer contribution / active EE | $12,956 | $3,258+297.6% | $2,835+357.0% | $4,753+172.6% |
| Participant deferral / active EE | $6,316 | $4,675+35.1% | $4,245+48.8% | $6,711-5.9% |
| Admin fee / account holder | $230 | $6,607-96.5% | $5,673-96.0% | $11,407-98.0% |