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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 | $56,276 | $100,279-43.9% | $81,353-30.8% | $145,884-61.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 34.49%-17.2pp | 24.82%-7.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $8,417 | $2,979+182.5% | $2,464+241.6% | $4,662+80.5% |
| Participant deferral / active EE | $3,901 | $4,611-15.4% | $3,885+0.4% | $6,690-41.7% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |