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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 | $86,095 | $110,278-21.9% | $95,740-10.1% | $139,466-38.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.81% | 27.19%-9.4pp | 28.41%-10.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,831 | $3,260-13.2% | $2,836-0.2% | $4,754-40.5% |
| Participant deferral / active EE | $13,880 | $4,674+196.9% | $4,244+227.1% | $6,712+106.8% |
| Admin fee / account holder | $40 | $6,613-99.4% | $5,676-99.3% | $11,409-99.6% |