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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 | $86,143 | $110,410-22.0% | $102,437-15.9% | $145,897-41.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,802 | $4,217-33.6% | $3,871-27.6% | $4,663-39.9% |
| Participant deferral / active EE | $6,804 | $5,622+21.0% | $5,060+34.5% | $6,689+1.7% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |