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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 | $83,794 | $106,247-21.1% | $96,515-13.2% | $139,466-39.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.25% | 38.47%-24.2pp | 35.73%-21.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $7,506 | $4,106+82.8% | $3,740+100.7% | $4,754+57.9% |
| Participant deferral / active EE | $6,893 | $5,456+26.4% | $4,880+41.3% | $6,712+2.7% |
| Admin fee / account holder | $97 | $7,885-98.8% | $6,735-98.6% | $11,409-99.1% |