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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 | $60,080 | $93,346-35.6% | $71,796-16.3% | $273,972-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.48% | 130.39%-121.9pp | 78.04%-69.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $7,952 | $2,733+190.9% | $1,924+313.2% | $4,869+63.3% |
| Participant deferral / active EE | $6,730 | $3,475+93.7% | $2,794+140.8% | $5,287+27.3% |
| Admin fee / account holder | $221 | $6,571-96.6% | $4,815-95.4% | $10,133-97.8% |