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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 | $94,257 | $201,372-53.2% | $184,260-48.8% | $145,884-35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,615 | $7,024-34.3% | $6,427-28.2% | $4,662-1.0% |
| Participant deferral / active EE | $5,690 | $9,808-42.0% | $9,133-37.7% | $6,690-14.9% |
| Admin fee / account holder | $13 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |