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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 | $56,810 | $97,750-41.9% | $103,464-45.1% | $145,959-61.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 25.43%-11.9pp | 23.91%-10.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,392 | $4,685-27.6% | $4,677-27.5% | $4,661-27.2% |
| Participant deferral / active EE | $12,574 | $6,603+90.4% | $6,624+89.8% | $6,689+88.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,410-100.0% | $13,398-100.0% |