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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 | $61,356 | $78,670-22.0% | $109,173-43.8% | $85,847-28.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.76% | 25.09%-10.3pp | 25.75%-11.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $5,701 | $2,734+108.5% | $3,723+53.1% | $2,565+122.2% |
| Participant deferral / active EE | $5,555 | $3,467+60.2% | $4,654+19.4% | $3,952+40.6% |
| Admin fee / account holder | $137 | $5,469-97.5% | $6,755-98.0% | $6,261-97.8% |