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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 | $88,907 | $176,786-49.7% | $146,643-39.4% | $167,536-46.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.91% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $3,288 | $5,161-36.3% | $4,137-20.5% | $4,839-32.0% |
| Participant deferral / active EE | $7,967 | $6,440+23.7% | $5,506+44.7% | $6,342+25.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |