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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 | $52,366 | $152,460-65.7% | $118,746-55.9% | $147,585-64.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 16.91% | 17.41%-0.5pp | 24.54%-7.6pp | 578.58%-561.7pp |
| Employer contribution / active EE | $6,653 | $5,046+31.9% | $4,193+58.7% | $4,876+36.4% |
| Participant deferral / active EE | $10,608 | $6,212+70.8% | $5,332+98.9% | $5,439+95.0% |
| Admin fee / account holder | $10 | $16,953-99.9% | $10,720-99.9% | $10,886-99.9% |