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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 | $89,694 | $118,467-24.3% | $98,450-8.9% | $139,456-35.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.58% | 18.95%+9.6pp | 21.16%+7.4pp | 373.45%-344.9pp |
| Employer contribution / active EE | $2,234 | $3,611-38.1% | $3,049-26.7% | $4,753-53.0% |
| Participant deferral / active EE | $7,642 | $5,393+41.7% | $4,739+61.3% | $6,711+13.9% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |