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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 | $82,801 | $91,037-9.0% | $71,671+15.5% | $147,586-43.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.86% | 20.48%+2.4pp | 20.65%+2.2pp | 578.59%-555.7pp |
| Employer contribution / active EE | $2,505 | $3,327-24.7% | $2,460+1.8% | $4,876-48.6% |
| Participant deferral / active EE | $21,000 | $4,498+366.9% | $3,438+510.8% | $5,439+286.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |