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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 | $87,215 | $117,444-25.7% | $99,479-12.3% | $152,909-43.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.10% | 31.87%-12.8pp | 30.72%-11.6pp | 345.46%-326.4pp |
| Employer contribution / active EE | $6,117 | $3,014+103.0% | $2,540+140.8% | $4,764+28.4% |
| Participant deferral / active EE | $6,566 | $4,086+60.7% | $3,619+81.4% | $5,851+12.2% |
| Admin fee / account holder | $256 | $7,635-96.6% | $6,253-95.9% | $11,601-97.8% |