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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 | $79,974 | $162,821-50.9% | $133,978-40.3% | $158,982-49.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.83% | 41.95%-20.1pp | 45.10%-23.3pp | 302.99%-281.2pp |
| Employer contribution / active EE | $6,758 | $4,976+35.8% | $3,919+72.4% | $4,763+41.9% |
| Participant deferral / active EE | $5,308 | $5,910-10.2% | $5,047+5.2% | $5,983-11.3% |
| Admin fee / account holder | $7 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |