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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 | $82,342 | $110,410-25.4% | $102,437-19.6% | $145,897-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.85%-8.5pp | 24.95%-8.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $17,833 | $4,217+322.9% | $3,871+360.7% | $4,663+282.5% |
| Participant deferral / active EE | $6,827 | $5,622+21.4% | $5,060+34.9% | $6,689+2.1% |
| Admin fee / account holder | $282 | $9,745-97.1% | $8,388-96.6% | $13,390-97.9% |