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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 | $93,199 | $124,314-25.0% | $109,163-14.6% | $167,518-44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.75%-11.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $6,225 | $4,209+47.9% | $3,723+67.2% | $4,838+28.7% |
| Participant deferral / active EE | $6,872 | $5,256+30.7% | $4,654+47.7% | $6,342+8.4% |
| Admin fee / account holder | $113 | $7,973-98.6% | $6,754-98.3% | $12,312-99.1% |