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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 | $53,009 | $211,288-74.9% | $178,540-70.3% | $145,884-63.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.54% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $8,750 | $4,574+91.3% | $3,953+121.4% | $4,662+87.7% |
| Participant deferral / active EE | $4,138 | $6,967-40.6% | $6,281-34.1% | $6,690-38.1% |
| Admin fee / account holder | $187 | $12,105-98.5% | $10,424-98.2% | $13,392-98.6% |