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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 | $87,868 | $154,467-43.1% | $130,270-32.5% | $139,487-37.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 23.09% | 30.58%-7.5pp | 38.89%-15.8pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,494 | $5,175-32.5% | $4,128-15.3% | $4,755-26.5% |
| Participant deferral / active EE | $16,017 | $8,497+88.5% | $6,797+135.6% | $6,713+138.6% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |