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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 | $64,614 | $103,393-37.5% | $87,103-25.8% | $152,909-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $5,948 | $3,221+84.6% | $2,521+135.9% | $4,764+24.8% |
| Participant deferral / active EE | $4,725 | $4,778-1.1% | $4,049+16.7% | $5,851-19.2% |
| Admin fee / account holder | -$92 | $12,195-100.8% | $7,491-101.2% | $11,601-100.8% |