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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 | $91,736 | $110,337-16.9% | $102,383-10.4% | $145,877-37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.28% | 24.83%+6.4pp | 24.94%+6.3pp | 551.28%-520.0pp |
| Employer contribution / active EE | $6,867 | $4,216+62.9% | $3,870+77.4% | $4,663+47.3% |
| Participant deferral / active EE | $8,006 | $5,621+42.4% | $5,060+58.2% | $6,691+19.7% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |