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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 | $63,188 | $111,814-43.5% | $103,378-38.9% | $145,978-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,999 | $4,215-28.9% | $3,870-22.5% | $4,662-35.7% |
| Participant deferral / active EE | $8,917 | $5,618+58.7% | $5,058+76.3% | $6,690+33.3% |
| Admin fee / account holder | $30 | $9,764-99.7% | $8,401-99.6% | $13,400-99.8% |