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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 | $66,052 | $110,410-40.2% | $102,437-35.5% | $145,897-54.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.46% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,138 | $4,217+45.6% | $3,871+58.6% | $4,663+31.6% |
| Participant deferral / active EE | $6,537 | $5,622+16.3% | $5,060+29.2% | $6,689-2.3% |
| Admin fee / account holder | $262 | $9,745-97.3% | $8,388-96.9% | $13,390-98.0% |