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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 | $71,002 | $211,239-66.4% | $178,528-60.2% | $145,877-51.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 30.22%-19.8pp | 27.11%-16.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $9,733 | $4,570+113.0% | $3,950+146.4% | $4,663+108.7% |
| Participant deferral / active EE | $13,544 | $6,963+94.5% | $6,278+115.7% | $6,691+102.4% |
| Admin fee / account holder | $16 | $12,095-99.9% | $10,419-99.8% | $13,402-99.9% |