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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 | $82,042 | $176,786-53.6% | $146,643-44.1% | $167,536-51.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.50% | 24.04%-12.5pp | 22.75%-11.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $3,521 | $5,161-31.8% | $4,137-14.9% | $4,839-27.2% |
| Participant deferral / active EE | $14,039 | $6,440+118.0% | $5,506+155.0% | $6,342+121.4% |
| Admin fee / account holder | $21 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |