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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 | $62,234 | $162,812-61.8% | $133,971-53.5% | $158,966-60.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 10.28% | 41.94%-31.7pp | 45.09%-34.8pp | 302.95%-292.7pp |
| Employer contribution / active EE | $9,385 | $4,976+88.6% | $3,919+139.5% | $4,762+97.1% |
| Participant deferral / active EE | $11,505 | $5,910+94.7% | $5,047+127.9% | $5,983+92.3% |
| Admin fee / account holder | $12 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |