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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 | $81,289 | $103,393-21.4% | $87,103-6.7% | $152,909-46.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.74% | 28.10%-5.4pp | 28.19%-5.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $11,855 | $3,221+268.0% | $2,521+370.2% | $4,764+148.8% |
| Participant deferral / active EE | $8,664 | $4,778+81.3% | $4,049+114.0% | $5,851+48.1% |
| Admin fee / account holder | $9 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |