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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 | $65,456 | $63,861+2.5% | $104,639-37.4% | $79,856-18.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 13.38% | 21.30%-7.9pp | 340.67%-327.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,198 | $1,588+101.4% | $2,682+19.3% | $2,471+29.4% |
| Participant deferral / active EE | $1,921 | $2,693-28.7% | $3,738-48.6% | $3,741-48.6% |
| Admin fee / account holder | $95 | $4,185-97.7% | $6,465-98.5% | $5,306-98.2% |