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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 | $51,626 | $124,425-58.5% | $112,040-53.9% | $137,256-62.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.63% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,600 | $3,411+122.8% | $2,954+157.3% | $4,156+82.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $50 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |