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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 | $111,947 | $162,812-31.2% | $133,971-16.4% | $158,966-29.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.56% | 41.94%-35.4pp | 45.09%-38.5pp | 302.95%-296.4pp |
| Employer contribution / active EE | $7,296 | $4,976+46.6% | $3,919+86.2% | $4,762+53.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $299 | $11,741-97.5% | $8,929-96.7% | $11,250-97.3% |