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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 | $114,975 | $211,224-45.6% | $178,505-35.6% | $145,897-21.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.25% | 30.28%-15.0pp | 27.16%-11.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $6,672 | $4,577+45.8% | $3,955+68.7% | $4,663+43.1% |
| Participant deferral / active EE | $13,634 | $6,966+95.7% | $6,280+117.1% | $6,689+103.8% |
| Admin fee / account holder | $125 | $12,109-99.0% | $10,428-98.8% | $13,390-99.1% |