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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 | $49,665 | $115,917-57.2% | $100,535-50.6% | $158,982-68.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.37% | 34.80%-11.4pp | 30.90%-7.5pp | 302.99%-279.6pp |
| Employer contribution / active EE | $8,187 | $4,105+99.4% | $3,419+139.5% | $4,763+71.9% |
| Participant deferral / active EE | $4,275 | $6,677-36.0% | $6,271-31.8% | $5,983-28.5% |
| Admin fee / account holder | $4 | $11,002-100.0% | $8,085-99.9% | $11,252-100.0% |