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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 | $72,305 | $117,433-38.4% | $99,475-27.3% | $152,897-52.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.11% | 31.87%-13.8pp | 30.72%-12.6pp | 345.43%-327.3pp |
| Employer contribution / active EE | $10,462 | $3,013+247.2% | $2,540+311.9% | $4,764+119.6% |
| Participant deferral / active EE | $7,997 | $4,086+95.7% | $3,619+121.0% | $5,851+36.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |