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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 | $62,155 | $98,240-36.7% | $82,312-24.5% | $147,586-57.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.31% | 30.85%-8.5pp | 25.88%-3.6pp | 578.59%-556.3pp |
| Employer contribution / active EE | $6,718 | $3,192+110.5% | $2,428+176.6% | $4,876+37.8% |
| Participant deferral / active EE | $5,367 | $4,383+22.4% | $3,706+44.8% | $5,439-1.3% |
| Admin fee / account holder | $33 | $8,563-99.6% | $5,608-99.4% | $10,886-99.7% |