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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 | $127,694 | $167,030-23.6% | $135,768-5.9% | $155,188-17.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 6.41% | 678.39%-672.0pp | 526.10%-519.7pp | 148.84%-142.4pp |
| Employer contribution / active EE | $2,464 | $4,132-40.4% | $3,394-27.4% | $4,248-42.0% |
| Participant deferral / active EE | $8,000 | $4,528+76.7% | $3,977+101.1% | $6,531+22.5% |
| Admin fee / account holder | $24 | $8,172-99.7% | $7,048-99.7% | $14,480-99.8% |