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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 | $97,078-41.5% | $103,065-44.9% | $145,897-61.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 25.49%-12.0pp | 23.95%-10.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,392 | $4,680-27.5% | $4,675-27.4% | $4,663-27.2% |
| Participant deferral / active EE | $12,574 | $6,601+90.5% | $6,625+89.8% | $6,689+88.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |