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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 | $82,284 | $111,814-26.4% | $103,374-20.4% | $145,959-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 24.77%-11.0pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $11,102 | $4,214+163.5% | $3,869+186.9% | $4,661+138.2% |
| Participant deferral / active EE | $6,393 | $5,618+13.8% | $5,058+26.4% | $6,689-4.4% |
| Admin fee / account holder | $5 | $9,754-100.0% | $8,394-99.9% | $13,398-100.0% |