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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 | $64,785 | $69,118-6.3% | $53,647+20.8% | $138,895-53.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 15.21% | 248.26%-233.1pp | 358.33%-343.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,320 | $1,189+95.0% | $962+141.2% | $4,194-44.7% |
| Participant deferral / active EE | $21,635 | $2,274+851.4% | $1,813+1093.2% | $6,396+238.2% |
| Admin fee / account holder | $97 | $2,724-96.5% | $2,460-96.1% | $12,562-99.2% |