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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 | $110,410-30.1% | $102,437-24.7% | $145,897-47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $10,752 | $4,217+154.9% | $3,871+177.8% | $4,663+130.6% |
| Participant deferral / active EE | $7,259 | $5,622+29.1% | $5,060+43.5% | $6,689+8.5% |
| Admin fee / account holder | $121 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |