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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 | $60,472 | $110,379-45.2% | $102,412-41.0% | $145,884-58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,643 | $4,216-37.3% | $3,870-31.7% | $4,662-43.3% |
| Participant deferral / active EE | $18,763 | $5,622+233.8% | $5,060+270.8% | $6,690+180.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |