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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 | $79,762 | $201,370-60.4% | $184,256-56.7% | $145,897-45.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,159 | $7,024-69.3% | $6,427-66.4% | $4,663-53.7% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,689-10.3% |
| Admin fee / account holder | $287 | $16,364-98.2% | $13,899-97.9% | $13,390-97.9% |