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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 | $55,738 | $77,908-28.5% | $149,696-62.8% | $75,173-25.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.88% | 31.73%-14.8pp | 134.46%-117.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $6,191 | $3,138+97.3% | $4,821+28.4% | $2,671+131.8% |
| Participant deferral / active EE | $2,303 | $3,411-32.5% | $5,682-59.5% | $4,126-44.2% |
| Admin fee / account holder | $14 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |