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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 | $83,137 | $110,410-24.7% | $102,437-18.8% | $145,897-43.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.6pp |
| Employer contribution / active EE | $8,649 | $4,217+105.1% | $3,871+123.5% | $4,663+85.5% |
| Participant deferral / active EE | $3,610 | $5,622-35.8% | $5,060-28.7% | $6,689-46.0% |
| Admin fee / account holder | $22 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |