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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 | $97,765-41.9% | $103,486-45.1% | $145,884-61.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 25.44%-12.0pp | 23.93%-10.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,392 | $4,687-27.6% | $4,679-27.5% | $4,662-27.2% |
| Participant deferral / active EE | $12,574 | $6,606+90.3% | $6,628+89.7% | $6,690+88.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |