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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 | $201,259-60.4% | $184,200-56.7% | $145,959-45.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,159 | $7,018-69.2% | $6,424-66.4% | $4,661-53.7% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,689-10.3% |
| Admin fee / account holder | $287 | $16,372-98.2% | $13,907-97.9% | $13,398-97.9% |