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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 | $68,541 | $104,251-34.3% | $91,004-24.7% | $147,585-53.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.04% | 27.06%-18.0pp | 4.60%+4.4pp | 578.58%-569.5pp |
| Employer contribution / active EE | $15,565 | $3,116+399.6% | $2,456+533.8% | $4,876+219.2% |
| Participant deferral / active EE | $1,229 | $4,195-70.7% | $3,548-65.3% | $5,439-77.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |