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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 | $77,146 | $111,814-31.0% | $103,374-25.4% | $145,959-47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $10,752 | $4,214+155.2% | $3,869+177.9% | $4,661+130.7% |
| Participant deferral / active EE | $7,259 | $5,618+29.2% | $5,058+43.5% | $6,689+8.5% |
| Admin fee / account holder | $121 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |