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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 | $58,595 | $176,838-66.9% | $146,685-60.1% | $167,518-65.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.94% | 24.04%-8.1pp | 22.75%-6.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $7,392 | $5,161+43.2% | $4,137+78.7% | $4,838+52.8% |
| Participant deferral / active EE | $6,440 | $6,4410% | $5,507+16.9% | $6,342+1.5% |
| Admin fee / account holder | $262 | $13,262-98.0% | $10,281-97.5% | $12,312-97.9% |