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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 | $95,647 | $106,247-10.0% | $96,515-0.9% | $139,466-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.90% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,569 | $4,106-37.4% | $3,740-31.3% | $4,754-46.0% |
| Participant deferral / active EE | $9,694 | $5,456+77.7% | $4,880+98.7% | $6,712+44.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |