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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 | $56,046 | $104,664-46.5% | $85,693-34.6% | $167,518-66.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.42% | 21.45%-9.0pp | 21.49%-9.1pp | 478.71%-466.3pp |
| Employer contribution / active EE | $7,314 | $3,337+119.2% | $2,618+179.3% | $4,838+51.2% |
| Participant deferral / active EE | $10,521 | $4,824+118.1% | $3,923+168.2% | $6,342+65.9% |
| Admin fee / account holder | $196 | $10,032-98.1% | $6,874-97.2% | $12,312-98.4% |